Scott O’Connell

Investment Advisor Representative, FSCP

Securities License: 66, 7

Insurance License: Life and Health

Who Is Scott O’Connell

Originally from Boston, Massachusetts, Scott and his parents moved to Charlotte in 1994 and has called Charlotte home ever since.  Scott, his wife Caroline and their children, Griffin and Addie currently live in the Ballantyne area of south Charlotte. Scott is very involved in his community through the following activities:

  • Coaching his sons baseball team
  • Leading the beautification committee for the school PTA
  • Leading bible studies and men’s’ groups
  • Developing a financial and retirement plans for investors

Scott O’Connell Education

Scott majored in Sociology and minored in Finance, earning his degree from UNC Charlotte 1997. After a successful career as a PGA Teaching professional, Scott was recruited by Met Life in 2015 and subsequently earned his series 7 and 66 securities licenses. After a successful start to his career, Scott was recruited away from Mass Mutual by the well-respected team at Tactical Investment Advisors.

Scott and the team at Tactical Investment Advisors build innovative tax and investment solutions to help investors reach their financial objectives. 

Tactical Investment Advisors builds customized financial and wealth plans for pre and post retirees by:

  • Clearly defining your vision and values
  • Positioning your assets for maximum flexibility now and in retirement
  • Projecting future/retirement income needs and strategies, Illustrate risk analysis
  • Developing educational funding strategies
  • Clearly defining your vision and values
  • Synchronize efforts with CPAs and Lawyers to create holistic financial solutions
  • Build investment portfolios that accommodate Retirees looking for lifetime income from their investments
  • Aggressive investors attempting to take advantage of changing Macro-Economic conditions
  • Investors looking for a different approach to preserving or building their wealth

The team at Tactical Investment Advisors is most proud of their work during the fiscal crisis when their asset management team exploited the difference between traditional and risk managed investing, successfully navigating the market turbulence with positive results in both 2008 and 2009.

Whether it’s helping a family start their savings strategy, or providing an individual advice on their retirement plan, Scott is focused on what is important to the client.  Knowing that every situation is different means that the solution to each client’s goals are different and unique.  Working with the team at Tactical Investment Advisors will help you achieve these goals.

Email Address: Scott@TacticalinvestmentAdvisors.com

Phone: (704) 516-7963

Learn More About Our Team Below!

Jason Soloman

Managing Member

Scott O’Connell

Investment Advisor Representative, FSCP

Cal Menzies

Investment Advisor Representative

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Financial Web Service to provide information on a topic that may be of interest. Financial Web Service Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment Advisory Services provided by Tactical Investment Advisors, LLC, a North Carolina Registered Investment Advisor.

Tactical Investment Advisors, LLC is also a Commodity Trading Advisor that recommends investment programs and money managers including other CTA’s and Commodity Pool Operators (CPO).  There are substantial risks and conflicts of interests associated with managed futures  and commodities accounts, and you should only invest risk capital.  The success of an investment is dependent upon the ability of a commodity trading advisor (CTA) to identify profitable investment opportunities and successfully trade.  The identification of attractive trading opportunities is difficult, requires skill, and involves a significant degree of uncertainty.  CTA’s have total trading authority, and the use of a single CTA could mean a lack of diversification and higher risk.  The high degree of leverage often obtainable in commodity trading can work against you as well as for you, and can lead to large losses as well as gains.  Past performance is not indicative of future results.