Kevin C. O'Connor is a Financial Advisor with Merrill Lynch Wealth Management in New York City. His area of focus is developing personalized goal-based wealth planning via the investment expertise of Merrill and the banking convenience of Bank of America. As a Merrill Advisor, Kevin offers advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs.
Kevin joined Merrill in February of 2019 on the Merrill Edge platform as a Financial Solutions Advisor. Prior to Merrill, Kevin started in the financial services industry in 2015 with Vermont Federal Credit Union and ServiceStar Capital Management. Kevin is also licensed to sell life and variable annuities. Kevin is a graduate of the University of Vermont with a dual bachelor's degree in Economics and Environmental Studies. Kevin holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute and taught in conjunction with Yale University School of Management.
Originally from Albany, New York, Kevin currently resides in Brooklyn. Outside of work, Kevin enjoys a variety of activities including running, skiing, golfing and attending music concerts. Kevin is proud to have run the 2022 New York City Marathon.
Merrill has been serving the needs of clients for more than 100 years, and Kevin believes that Merrill can help you determine the financial strategies to pursue what’s important to you. Whatever your personal goals may be, Kevin will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
