> Stephen E. O’Callaghan Joins as Osaic Institutions Senior Financial Advisor

Aug 22, 2024 - Ledyard Financial Advisors is pleased to announce the addition of Stephen E. O’Callaghan, CLU®, ChFC®, as an Osaic Institutions Senior Financial Advisor. With over 20 years of experience in financial planning and investment management, Steve brings a wealth of expertise and leadership to our team.

In his new role, Steve will leverage his extensive experience and advanced planning strategies, supported by our partnership with Osaic Institutions, Inc. His professional credentials, including the CLU® and ChFC® designations, along with his FINRA 7, 65, and 24 registrations, equip him to offer a broad range of investment options tailored to our clients' needs.

Steve joins Ledyard from Citizens Wealth Management, where he served as SVP and Director of Senior Wealth Teams. In this role, he led key initiatives to enhance client service and portfolio management. He also held the position of National Director of the Premier Banking channel, further demonstrating his capability in driving strategic growth and client engagement. Before his tenure at Citizens, Steve ran a highly successful financial planning practice as a Senior Financial Advisor with Bank of America and Santander.

Steve is a proud graduate of the College of the Holy Cross and shares a special connection with his alma mater as the parent of a recent Holy Cross graduate. Residing in Derry, NH, with his wife, youngest son, and their Pitbull rescues, Steve is an avid fisherman and a dedicated Boston sports fan.

Ledyard Financial Advisors is excited to welcome Steve to our team, confident that his expertise and passion for financial planning will greatly benefit our clients and contribute to our continued success.

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and the bank/credit union are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank, bank affiliate, credit union, or credit union affiliate. These products are subject to investment risk, including the possible loss of value.