Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Helping You Take Action toward Your Goals
You are unique. Your goals, needs, priorities, and interests are unlike anyone else’s. I appreciate the singular nature of your situation and circumstances. I’m poised to help you define your goals, organize your financial life, create a thorough plan to move forward, and execute on that vision with consistency and discipline.
What You Can Expect from Me
In life and in work, I believe in the value of a good plan. I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I’ve seen first-hand how planning can help people optimize multiple aspects of their financial lives: investing, saving, cash-flow, wealth transfer, and charitable giving, among others.
I’m honored that referrals constitute my primary source of new client relationships. I believe that trust is earned -steadily, incrementally-by prioritizing each client’s long-term well-being. I take that responsibility very seriously. Clients look to me for balanced and thoughtful advice that helps them pursue their dreams and aspirations more effectively. I strive to deliver on that expectation, every day.
My Client Focus
If you would benefit from a more structured approach to your financial life, let’s have a conversation. I can help you anticipate what’s ahead and develop your unique plan for moving forward:
• You’d like to regain the time and energy that you are currently devoting to managing your finances.
• You’re looking for a more purposeful approach to your wealth, grounded in consistency, clarity, and organization.
• You’re advancing in your career and would like to adopt the practices and habits that can promote your long-term financial security.
• You are at a personal crossroads (death of a loved one, divorce, marriage, or promotion), and would like someone to help you make informed decisions about your life and wealth.
Dylan O’Shea, CFP®
Dylan holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards. Prior to joining Merrill Lynch in 2011, he earned his Master of Arts in Teaching from Johns Hopkins University while teaching full-time in Baltimore City Public Schools. Dylan earned his undergraduate degree at Loyola University Maryland in 2008. He resides in Madison, New Jersey with his wife and two children.
Johns Hopkins University
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer NMLS # 808005
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.
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.
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.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I 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.
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.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
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.
We will work to help you stay on track, regardless of what the markets are doing.