Capitol Securities Management
47yrs
Top advisor by experience in Tampa
8yrs
Michael OConnell
Full name on record: Michael Jon OConnell
Financial advisor at Florida Financial Advisors
Michael OConnell is a fiduciary financial advisor in Tampa, Florida, with 8 years in the industry. Michael joined Florida Financial Advisors in 2026, after a year at PFG Private Wealth Management and a year at Mutual of Omaha Investor Services. Florida Financial Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?Top 2% by experience at Florida Financial Advisors
Office6550 W Hillsborough Ave Suite 130, Tampa, FL 33634
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$151,791
Advisors at the firm847
States licensed ?1 state
Services through Florida Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
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
- Jan 2026 – nowFlorida Financial Advisors, LLCCurrent firm
- Sep 2024 – Sep 2025PFG Private Wealth Management, LLCPreviously
- Dec 2018 – Dec 2019Mutual of Omaha Investor Services, Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- 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 Michael
How do I contact Michael?
Call Florida Financial Advisors at (813) 333-1683 and ask for Michael OConnell. Michael works from the Tampa, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2018, about 8 years. Top 2% by experience at Florida Financial Advisors.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Florida Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael 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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