Lee O'Connor

Lee brings over 10 years of experience in the financial services industry to Coastline and plays a key role in supporting advisors Tim Longo and Kevin McPhee. As a primary point of contact, Lee is known for her warm, approachable style, strong communication skills, and a thorough understanding of back office operations and protocol. Lee understands the challenges of navigating the financial industry as a retail investor, and strives to blend both professionalism and approachability in her communications.

 

Lee takes pride in helping foster long-term relationships built on trust, transparency, and thoughtful planning, and is committed to ensuring that each client experience reflects Coastline’s high standards and personalized approach.

 

Lee lives in Huntington with her wife and their emotionally-needy cat. Outside of Coastline, Lee can be found on the track at Skate Safe, where she serves as an officer and skates as part of the Long Island Roller Rebels, Long Island’s first and oldest WFTDA-sanctioned roller derby team.