The O'Connell Group

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The O'Connell Group

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.

Meet the Team

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

Daniel T. O'Connell

Daniel T. O'Connell

Wealth Management Advisor

516.877.8316
John J. Grein III

John J. Grein III

Wealth Management Advisor

516.877.8465
Dawn M Vittorio-Pike

Dawn M Vittorio-Pike

Registered Senior Client Associate

516.877.8396
Jenni M Funk

Jenni M Funk

Registered Senior Client Associate

516.877.8255
David  Schwab

David Schwab

Analyst - Bus Development

516.877.8456

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

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




*For the sixth year running and since the recognition's inception, Bank of America Merrill Lynch was named Institutional Investor magazine's "Top Global Research Firm of 2016." This was achieved by BofA Merrill Lynch Global Research winning 242 total team positions — more than any other firm — in the 12 Institutional Investor research team surveys published this year. Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011, 2012, 2013, 2014, 2015, and 2016 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. For more information about this award, go to http://www.iim.ag/topfirms.

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 and Families

We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:

  • 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
We work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill Lynch and access to the banking convenience of Bank of America as we do so.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

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

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

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

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

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