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We get to know you and your family, your financial situation and what matters most to you.
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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:
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.
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.
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.
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.
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.
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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
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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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.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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