People

Dan O'Connell

Dan O'Connell

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Daniel (Dan)
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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.

Professional Experience


Academic History

THE O'CONNELL GROUP


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


COMMUNITY INVOLVEMENT

  • Founder, Friends of St. Peter's School

  • Planning Board, Village of Sands Point