Daniel Oconnell

Background

About Daniel Oconnell

I formed The O'Connell Group at Merrill in 1985, two years after I joined the firm. More than 30 years later, I continue to gain deep satisfaction from working with clients to help them improve their financial lives. I enjoy taking on the challenges of "fixing" damaged portfolios or constructing new ones. I create customized, individual bond and equity portfolios tailored to each client's wealth management, charitable and legacy goals. My aim is to manage assets tax-efficiently, with an emphasis on long-term, risk-adjusted investment performance. The clients I work with include corporate executives and entrepreneurs who have accumulated substantial wealth, as well as families who have inherited it. Through the years, I have built enduring, multigenerational relationships with clients and their families. Many of the clients who were with me from the beginning continue to turn to The O'Connell Group for financial insights and guidance. Now, I work with many of their children and grandchildren. Some of the most vital work I do involves helping clients transmit their values about wealth to the next generation. I have earned numerous accolades from leading financial publications, including: Forbes "America's Top Wealth Advisors" list in 2021 for the 5th consecutive year (Published annually Aug – Oct. Rankings based on data as of Mar 31 – June 30 of current year) Forbes "Best-in-State Wealth Advisors" list in 2022 for the 5th consecutive year (Published annually Jan – April. Rankings based on data as of June 30 of prior year) The Financial Times "Top 400 Financial Advisors" list in 2020 for the 8th consecutive year (Published annually Mar – April. Rankings based on data as of June 30 of prior year) Barron's "Top 1,200 Financial Advisors" list, March 2022 and 2021 and consecutively from 2007 – 2019 (Published annually in March. Rankings based on data as of September 30 of prior year) Barron's "America's Top 100 Financial Advisors" list in 2011 (Published annually Mar – April. Rankings based on data as of December 31 of prior year)*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.