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Jonathan O'connell

Magnolia Wealth Management Group UBS Financial Services

3390 University Ave Suite 270

Riverside, CA 92501
(951) 7824707

Driven by your life's goals

About Magnolia Wealth Management Group UBS Financial Services

Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well- positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.

General Information

Firm Start Year

2001

No.of Employees

2-4

CRD#

4424561

Firm CRD#

8174

Name of Custodial Firm

UBS Financial Services Inc

Years of Experience in Financial Services

18

Number of Years with Current Firm

10