Olivia McCarthy

Background

About Olivia McCarthy

Every morning in Africa, a gazelle wakes up. It knows that it must outrun the fastest lion or it will be killed. Every morning in Africa, a lion wakes up and knows it must run faster than the slowest gazelle or it will starve. It does not matter if you are the gazelle or the lion, when the sun comes up, you’d better be running”-African Proverb I began my career at Merrill Private Wealth Management in 2015 after graduating from St. Michael’s College with a BA in Economics. The McConnell Group within Merrill Private Wealth is a team of dedicated advisors serving ultra-high net-worth clients. We deliver a full service offering that brings together Merrill investing and Bank of America lending, banking, and trust solutions. We specialize in managing the complexities related to significant wealth for individuals, business owners, and across generations. Our team’s philosophy centers around collaboration. We work together with our clients to design a goals-based financial plan that helps achieve what matters most to them. We aim to be a part of clients innermost circle, helping them to solve their most pressing challenges. The result is a high-touch, boutique-like experience combined with access to resources that are tailored to ultra-high-net-worth individuals and families. Named to the 2025 Forbes “Best-In-State Wealth Management Teams” list as a member of the McConnell Group.*Named to this list for the 2nd consecutive year. Based on data as of March 31 of prior year.