Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

The O'Connell Group

Wealth Management Advisory Team

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FINRA's BrokerCheck

Merrill Lynch
Wealth Management

We are committed to developing deep connections with clients and their families.  Every member of our team strives to provide a consistently high level of service.
Welcome

The O’Connell Group combines the attentive, personalized and professional service of a small group with access to the intellectual capital, top-quality research and technology of one of the largest global financial services companies.  With more than 30 years as a Merrill Lynch Wealth Management team, we have helped guide individuals, families and privately held companies through the complex issues of managing substantial wealth. Some of the clients we work with have inherited wealth; others have used their entrepreneurial and executive skills to achieve it.  Throughout our relationships with them, we design customized strategies to help them pursue the specific, individual financial goals that are most meaningful to them as their needs evolve.

Our Approach

 Just as architects design and construct buildings that are intended to stand the test of time, we strive to do the same with investment portfolios. We create customized, individual bond and equity portfolios tailored to clients’ wealth management, charitable and legacy goals.  Our aim is to manage assets on a tax-efficient basis with the objective of preserving and growing wealth. We seek long-term, risk-adjusted investment performance relative to each client’s goals.
 
Clients at various stages in their lives count on us for strategies to help them pursue a variety of life and financial goals, including:

•  Generating income for the retirement lifestyle they envision

•  Funding the best possible education for their children and grandchildren

•  Transferring wealth to the next generations

•  Establishing a legacy through family foundations and philanthropy

•  Diversifying business interests

•  Focusing on strategies to manage concentrated equity holdings
 
Our Capabilities

 It is our privilege to work with a select group of clients, including business owners and senior corporate executives (many of them in the financial industry), as well as their spouses and younger generations of their families. Some of these clients have accumulated significant wealth, while others aspire to financial success.  Drawing on our deep experience and resources, we help them create wealth management strategies for different stages of their personal and professional lives.  

We offer a range of capabilities, including:

  • Investment and portfolio development strategies
  • Concentrated stock strategies
  • Access to liability management and private money management through Bank of America
  • Asset preservation strategies, with a specific emphasis on lifetime income for retirement
  • Estate planning services
  • Tax-efficient gifting strategies, including GRATs (Grantor Retained Annuity Trusts) with children and grandchildren as beneficiaries



*Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2018 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/research/8959/Overview. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Philosophy

We offer customized advice and guidance for a select group of corporate executives, business owners, and affluent families and individuals. Many of the relationships we have built span generations, encompassing clients’ children and grandchildren.

We believe that one of the most important ways we can help clients is by assisting them in transmitting their values around wealth to the next generations.

We work to engage family members in the financial decision-making process, often facilitating family discussions about wealth that may be difficult for clients to initiate on their own.  

Since every client is unique, no single wealth management strategy or tactic is appropriate for everyone. What matters most to us is what matters most to you. Getting to know you—your goals and priorities, risk tolerance, liquidity needs, and what you want to accomplish over time—positions us to help you identify and address financial challenges and opportunities.  To that end, we will apply our experience and resources to help guide you as you pursue your goals.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Daniel T. O'Connell

Barron's "Top 1,200 Financial Advisors: State-by-State" 2007-2019, 2021 and 2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Financial Times "400 Top Financial Advisers" 2013-2020
Published annually Mar - April. Rankings based on data as of June 30 of prior year.

Forbes "America's Top Wealth Advisors" 2017-2021
Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.

Forbes "Best-in-State Wealth Advisors" 2018-2020
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.