Anna Oconnell
Wealth Management Advisor, Senior Vice President at Merrill Lynch
Based in Albuquerque, United States
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Seniority
Director
Department
Finance & Accounting
Location
Albuquerque
Industry
Financial Services
Company size
35K
Contact information
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a•••••••@ml.com
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Background
About Anna Oconnell
Anna entered the industry in 1993. She focuses on providing a custom wealth management plan and furnishing a personalized service experience for clients. She graduated from St. Olaf College in Minnesota. She is active in the community especially with the SANE Collaborative where she previously served on the board of directors. She is also a member of the New Mexico Estate Planning Council and a member of the United Way. She has earned the CERTIFIED FINANCIAL PLANNER™ Certification. CFP® and CERTIFIED FINANCIAL PLANNER™ Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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