Dan O'Connell
Daniel O'Connell, CPFA, CRPC®, is Managing Director, Portfolio Manager, and Wealth Management Advisor at The O'Connell Group of Merrill Lynch. O’Connell has over 30 years of experience in the financial services industry, and continues to focus on opportunities to help people improve their financial lives. As a qualified Portfolio Manager, he provides traditional advice and guidance through personalized or defined strategies which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. He creates customized, individual bond and equity portfolios tailored to each client’s wealth management, charitable and legacy goals. For the past 20 years, he has also been a member of the Merrill Lynch Circle of Champions and remains active with various boards and charities. His achievements have been recognized by leading financial publications such as Forbes, Barron’s, and Financial Times.
Dan O'Connell Professional Experience / Academic History
Professional Experience
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Managing Director, Portfolio Manager, Wealth Management Advisor
Academic History
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Bachelor of Arts
THE O'CONNELL GROUP
The group specializes in providing comprehensive wealth management services to high-net-worth individuals and families.
They offer a wide range of services, including investment management, estate planning, tax planning, and risk management.
The group combines the attentive, personalized and professional services of a small group with access to the intellectual capital, extensive research and technology of one of the largest global financial services companies.
RECOGNITIONS
Forbes Best-in-State Wealth Advisors, 2018–2023
Forbes America's Top Wealth Advisors, 2017–2021
Financial Times Top 400 Financial Advisors, 2013–2020
Barron's Top 1,200 Financial Advisors, 2007–2013, 2019-2022
Barron's Top 100 Financial Advisors, 2011
REP Magazine's Top 100 Wirehouse Advisors, 2009–2013
LICENSES
Certified Plan Fiduciary Advisors, CPFA
Chartered Retirement Planning Counselor, CRPC®
Personal Investment Advisor
Retirement Benefits Consultant
COMMUNITY INVOLVEMENT
Founder, Friends of St. Peter's School
Planning Board, Village of Sands Point