Sean Michael O'Connor
First Vice President, Financial Advisor, Portfolio Manager
Phone:
(330) 670-4650(330) 670-4650
The Heritage Group at Morgan Stanley
Direct:
(330) 670-4612(330) 670-4612
Toll-Free:
(800) 488-0480(800) 488-0480
Our Mission Statement
"The Heritage Group utilizes over 80 years of experience with the intellectual capital of Morgan Stanley to build strong multigenerational relationships with professional clients and their families."
Our Story
As fee based practitioners, The Heritage Group focuses on analyzing all aspects of our clients’ lives to develop, monitor and achieve their financial goals. The foundation of our successful process is applying Morgan Stanley's Global Investment Committee's Asset Allocation Models to our client's Financial Plan. Through our guidance in building a disciplined investment plan we deliver a personalized, client focused, wealth management strategy benefiting multiple generations.
Our commitment, dedication and friendship ensure we offer the highest level of client service. We provide personalized service using market research, educational events, coordination of all professional advisors and family discussions, and access to all of our team members. The priority of The Heritage Group is to create a dynamic client experience through planning, implementation, and attainment of goals.
Our commitment, dedication and friendship ensure we offer the highest level of client service. We provide personalized service using market research, educational events, coordination of all professional advisors and family discussions, and access to all of our team members. The priority of The Heritage Group is to create a dynamic client experience through planning, implementation, and attainment of goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Financial Planning is the framework when working with our clients. The links below take you to some short presentations on our approach to Financial Planning.
The link below is to a short informational article on some Roth IRA conversion strategies. Please contact us to learn about them and some other strategies.
The below link discusses some things you should know about 529 education savings plans. Please contact us if you would like to discuss.
Location
3700 Embassy Parkway
Ste 340
Akron, OH 44333
US
Direct:
(330) 670-4612(330) 670-4612
Toll-Free:
(800) 488-0480(800) 488-0480
Meet The Heritage Group
Colin Hammer
Vice President, Wealth Management, Financial Advisor
Phone:
(330) 670-4632(330) 670-4632
Wanda Amstutz
Portfolio Associate
Phone:
(330) 670-4612(330) 670-4612
About Sean Michael O'Connor
Sean’s Role: Sean is responsible for identifying your investment objectives and goals; analyzing your current investments and proposing recommendations to help you build your investment plan; helping you to implement the strategy with a portfolio tailored to your goals and tolerance for risk; and reviewing performance compared to stated objectives through ongoing evaluation and review.
Professional Background: Sean has been a financial advisor for 25 years. Prior to that, he worked in banking, as a loan officer in Grafton, MA. He earned his BA degree in psychology with a concentration in business from Saint Anslem College in Manchester, NH. Sean holds the Series 7, 63, and 65 licenses, as well as OH, AZ, FL, MI, NC, NE, NM, NY, and VA life, health and variable insurance licenses.
Personal: Sean, originally from Worcester, MA, moved to Akron in 1989. His wife, Nancy, an Akron native, is a veterinarian. Since 1997, they have both been mentors in Collegescholars – a program that motivates inner city school children to pursue a college education. Sean is a 1998 graduate of Leadership Akron, a past trustee of the Akron Civic and has served on the United Way Tocqueville Committee of Summit County. Sean enjoys golf, hiking, traveling, and most sports.
Professional Background: Sean has been a financial advisor for 25 years. Prior to that, he worked in banking, as a loan officer in Grafton, MA. He earned his BA degree in psychology with a concentration in business from Saint Anslem College in Manchester, NH. Sean holds the Series 7, 63, and 65 licenses, as well as OH, AZ, FL, MI, NC, NE, NM, NY, and VA life, health and variable insurance licenses.
Personal: Sean, originally from Worcester, MA, moved to Akron in 1989. His wife, Nancy, an Akron native, is a veterinarian. Since 1997, they have both been mentors in Collegescholars – a program that motivates inner city school children to pursue a college education. Sean is a 1998 graduate of Leadership Akron, a past trustee of the Akron Civic and has served on the United Way Tocqueville Committee of Summit County. Sean enjoys golf, hiking, traveling, and most sports.
Securities Agent: CT, NE, WV, WI, UT, SC, OR, TN, RI, NC, MO, CA, AL, OH, MN, HI, WA, TX, LA, GA, CO, NM, MD, NY, MA, IL, FL, MI, AZ, VA, NH, PA, NJ; General Securities Representative; Investment Advisor Representative
About Colin Hammer
Colin’s Role: Colin is responsible for the analysis of Mutual Funds and Separately Managed Accounts; Fixed and Variable Annuity Retirement Income; Alternative Investments; and Portfolio design & construction based on one of the five Global Investment Committee's Asset Allocation Models.
Professional Background: Colin started his career with McDonald Investments back in 1999 as a Margin Analyst. A couple of years later he was promoted to Senior Risk Analyst where he managed the firm’s high level/priority risk issues. In 2004 he decided to utilize what he learned as an analyst and become a Financial Advisor. One year later, he transferred to Morgan Stanley where he has been since 2005. Colin now uses his risk analysis experience to guide the team’s clients through bullish and bearish markets. Colin holds the Series 7, and 66 licenses, as well as OH and NC life, health and variable insurance licenses.
Personal: Colin was born and raised in Akron, OH. He graduated from St. Vincent St. Mary High School and then attended The Ohio State University. Colin graduated with a BA degree in Finance. Colin and his wife, Casye, have 2 children, Morgen and Ella of which attend University of Kentucky and St. Vincent St. Mary High School respectively. Colin enjoys golf and is an avid skier.
Professional Background: Colin started his career with McDonald Investments back in 1999 as a Margin Analyst. A couple of years later he was promoted to Senior Risk Analyst where he managed the firm’s high level/priority risk issues. In 2004 he decided to utilize what he learned as an analyst and become a Financial Advisor. One year later, he transferred to Morgan Stanley where he has been since 2005. Colin now uses his risk analysis experience to guide the team’s clients through bullish and bearish markets. Colin holds the Series 7, and 66 licenses, as well as OH and NC life, health and variable insurance licenses.
Personal: Colin was born and raised in Akron, OH. He graduated from St. Vincent St. Mary High School and then attended The Ohio State University. Colin graduated with a BA degree in Finance. Colin and his wife, Casye, have 2 children, Morgen and Ella of which attend University of Kentucky and St. Vincent St. Mary High School respectively. Colin enjoys golf and is an avid skier.
Securities Agent: AL, SC, MO, NM, NJ, GA, CA, VA, PA, MI, CO, FL, AZ, NY, RI, TX, NE, NC, IL, NH, LA, OH, CT; General Securities Representative; Investment Advisor Representative
About Wanda Amstutz
Wanda's Role: Wanda is responsible for administrative assistance with any annuity, life insurance and managed account inquiries, including order entry for all unsolicited client requests for the purchase or sale of securities, further enhancing the positive Heritage Group client experience.
Professional Background: Wanda has been in the investment industry since 1996. She began her career as a retirement plan representative with a mutual fund company in Denver, Colorado. She then moved to a small regional securities firm as a Registered Sales Assistant until she moved back to Ohio in 2006. Wanda holds the Series 7, 63, & 65 licenses, as well as Ohio and Michigan life, health and variable insurance licenses.
Personal: Wanda and her husband, Dennis, are originally from Ohio. After living in Colorado for over 10 years, she and Dennis decided to move back to Ohio to be with family. Wanda enjoys traveling, reading and spending time with friends and family.
Professional Background: Wanda has been in the investment industry since 1996. She began her career as a retirement plan representative with a mutual fund company in Denver, Colorado. She then moved to a small regional securities firm as a Registered Sales Assistant until she moved back to Ohio in 2006. Wanda holds the Series 7, 63, & 65 licenses, as well as Ohio and Michigan life, health and variable insurance licenses.
Personal: Wanda and her husband, Dennis, are originally from Ohio. After living in Colorado for over 10 years, she and Dennis decided to move back to Ohio to be with family. Wanda enjoys traveling, reading and spending time with friends and family.
Contact Sean Michael O'Connor
Contact Colin Hammer
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact The Heritage Group today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
