Daniel O'Connell, CPFA, CRPC®, Managing Director and Wealth Management Advisor at The O'Connell Group of Merrill Lynch, has over 30 years of experience in the financial services industry. 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. Dan’s achievements have been recognized by leading financial publications such as Forbes, Barron’s, and Financial Times. For the past 20 years, he has been a member of the Merrill Lynch Circle of Champions and remains active with various boards and charities. In addition to his financial career, Dan is a founder of Friends of St. Peter’s School and serves on the Village of Sands Point Planning Board.
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