Kiper O’Connor Wealth Mgmt

Kiper O’Connor Wealth Mgmt2018-11-14T21:48:09+00:00

Kiper_OConnor_Wealth_Management

The Kiper-O’Connor Wealth Management Team in Louisville provides clients with sound financial advice and a comprehensive planning strategy, including mutual funds, investments and retirement planning.

Steve Kiper
Steve KiperSenior Vice President - Investments
Mr. Kiper joined First Kentucky Securities Corporation in 2014 as a Senior Vice President. He was previously a partner at J C Bradford which merged with Paine Webber in April of 2000, and subsequently was merged with UBS Financial Services in August of 2000. He is a member of the Kiper-O’Connor Wealth Management Group which was formed in 2012, prior to that he ran his own successful practice with his father-in-law, A. J. Warner, at the aforementioned firms. He has over 30 years of experience in the municipal bond market and has a Bachelor’s Degree from the University of Louisville. Prior to starting his career in the securities business, he was a pilot for a major airline. He continues to hold his pilot’s license and does occasional flying for a local charter service.

Email: steve@firstky.com

Direct: 502.238.7744

Kevin O'Connor
Kevin O'ConnorSenior Vice President - Investments
Having started at Merrill Lynch in 1984, Kevin came to First Kentucky Securities in 2014 with over 30 years of industry experience. He has established a successful business practice built on strong fundamentals and is a founding member of the Kiper-O’Connor Wealth Management group. Conservative by nature, he’s guided clients through bull and bear markets alike, forming lasting relationships along the way. Kevin earned a Bachelor’s degree at the University of Kentucky while lettering for Varsity Baseball. He also attended local schools St. Raphael and St. Xavier.

Email: kevin@firstky.com

Direct: 502.238.7742

Ryan O’Connor, CFP®
Ryan O’Connor, CFP®Private Wealth Advisor - Investments
After graduating from the University of Kentucky magna cum laude with departmental honors in finance, Ryan began his career at UBS Financial Services near the market bottom of 2009. After 5 years learning the business and attaining his Certified Financial Planner™ certification, he joined First Kentucky Securities with the Kiper-O’Connor Wealth Management group. He specializes in holistic wealth management, ranging from asset allocation to comprehensive financial planning. Ryan is a proud alumnus of both St. Margaret Mary and St. Xavier schools here in Louisville.

Email: ryan@firstky.com

Direct: 502.238.7743

Heather Powell
Heather PowellSenior Registered Client Service Associate
Since Heather got her start in the financial services industry with Dean Witter in 1995 to her present position with First Kentucky Securities, she has continually formed the backbone of the practices in which she’s worked – through dedicated customer service and relentless attention to detail. Prior to joining First Kentucky, she worked for UPS, whose worldwide air hub is located in Louisville. Heather and her family reside in nearby Jeffersonville, Indiana.

Email: heather@firstky.com

Direct: 502.238.2985

Alice Gaughan
Alice GaughanSenior Registered Client Service Associate
Alice has over 30 years of experience in the finance industry. She has worked with Steve Kiper of First Kentucky’s Kiper O’Connor team for over 20 years; at J.C. Bradford, Paine Webber, UBS Financial Services and now First Kentucky Securities. Alice worked in the banking industry for over 18 years as a trader in the Trust Department of a major bank. Prior to that, she was Business Manager for the Kentucky Colonels, a professional basketball team in the American Basketball Association. She received her bachelor’s degree in Management from the University of Louisville and has a degree from Sullivan Business College. Alice and her husband reside in Oldham County.

Email: alice@firstky.com

Direct: 502.893.7189