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The O'Connell Group

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Recognition

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

Daniel T. O'Connell

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.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, 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



*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 and Families

We can offer advice and guidance designed to assist you in making 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’ll 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

 

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill 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

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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.


      Merrill_Capabilities_Brochure.png  

      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.

      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.