Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Robert P. Connor, CPFA, CRPC
Senior Vice PresidentWealth Management Advisor
Merrill Lynch
Wealth Management
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile
Bo is deeply committed to providing highly customized wealth management strategies, advice and services to a select group of clients, whose unique needs, goals and values are the center of his dedicated focus. His services include tax-efficient and risk-managed investment planning and management, asset preservation, wealth transfer planning, and philanthropic planning and management. He enjoys working with individuals, families, businesses, foundations and endowments, and Native American tribes and tribal enterprises. His business is built on four simple, yet enduring, tenets:
• Stewardship: We understand the importance of the wealth we are asked to help manage. We know that it represents the hard work and achievements of yesterday and today, and the foundation for what our clients will accomplish tomorrow. We view ourselves as stewards of the assets entrusted to us by every client. Stewardship encompasses the ideas of ethical and prudent decision making, objectivity, responsibility, and proper governance.
• Understanding Your Mission: We believe in a goals-based approach to wealth management. Whether you are an institution or a multi-generational family, our stewardship begins with a deep discussion and understanding of your core values, goals and objectives.
• Investment Discipline: We understand and appreciate that every client is different, so we offer customized financial strategies that reflect the unique circumstances of each client. In managing portfolios, we remain focused on risk management and “triple-net” performance – that is, results net of fees, taxes and inflation. We believe strongly that it is not what you earn that matters, it’s what you keep.
• Leadership: In times of market stress, too many investors make rash decisions that are fueled by emotion rather than the conviction that comes with a principled, academic approach to investing. Grounded in the science of finance, our approach allows us to help clients navigate the cycle of market emotions with confidence as markets fluctuate, rising above reactionary thinking.
Bo's team includes Wealth Management Client Associates Bradley May, Cathy Witte and Kris Wright, as well as Merrill investment and Bank of America banking specialists in key areas of wealth management: insurance, annuities, corporate retirement plans, trusts and estate planning services, philanthropic services, municipal markets, managed solutions, custom lending, and structured investments.
Bo joined Merrill Lynch Wealth Management in 2002 after graduating from Cornell University, and earning both a J.D.* and M.B.A. from the University of Oklahoma. He holds the Chartered Retirement Planning Counselor designation, and he is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Bo has consistently achieved the Firm's Community Volunteer Honor Roll. A native of Tahlequah, Oklahoma, Bo currently resides in Tulsa with his wife, Lindsey, and their two daughters, Littie and Kylie.
*Although Bo is a member of the Oklahoma Bar Association, he does not provide legal advice in his current role at Merrill.
-
EDUCATION
Cornell University
University of Oklahoma
Create a plan that is all about you.
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.
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
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
Articles
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.
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.
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.
The Power of the Right Advisor®
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.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.