William Blair & Company
47yrs
Top advisor by experience in Illinois
38yrs
Patrick Oconnell
Full name on record: Patrick Harold Oconnell
Financial advisor at UBS Financial Services
Patrick Oconnell is a fiduciary financial advisor in Chicago, Illinois, with 38 years in the industry. Patrick joined UBS Financial Services in 1999, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience38 years (since 1989)
How that compares ?Top 5% by experience in Chicago
Office1 North Wacker Drive 32nd & 33rd, Chicago, IL 60606
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1999 – nowUBS Financial Services Inc.Current firm
Contact Patrick
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Patrick. 1 North Wacker Drive 32nd & 33rdChicago, IL 60606Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call UBS Financial Services at (201) 352-3000 and ask for Patrick Oconnell. Patrick works from the Chicago, IL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1989, about 38 years. Top 5% by experience in Chicago.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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