Otis O'Connor
Les O'Connor, Jr., CPFA®
Senior Financial Advisor
Retirement Accredited Financial Advisor
Les focuses on individual portfolio strategies for growing client wealth, retirement plans, as well as lending for medical practices and financing for commercial and residential lending through Bank of America. He has a deep understanding of the intricate financial needs of healthcare professionals — from financing a start-up or growing practice and debt restructuring to equipment financing and retirement plans. Les currently holds the Certified Plan Fiduciary Advisor®, CPFA® credential for servicing employer retirement plans.
Les utilizes Bank of America and Merrill’s decades of healthcare experience and the insight of product specialists in Bank of America's Practice Solutions Group to benefit clients. His approach is consultative and committed to excellence. First, he takes the time to listen to the client's financial situation, preferences and goals. Second, he offers strategies designed to pursue each client’s income and growth objectives. Then, he follows up with discussions covering a wide range of services, drawing on the investment insights of Merrill and the banking services of Bank of America.
Les has been with Merrill since 2014. His previous career was in healthcare management, where he served in multiple Administrator roles for multi-specialty physician practices and surgery centers in the Carolinas and West Virginia. Les is a graduate of Virginia Tech, with a B.S. degree in Finance. He earned his Masters degree in Health Administration from Virginia Commonwealth University. Les has served on the fundraising team of the local Boy Scout’s Buckskin Council and achieved the rank of Eagle Scout in 1984. He is a 2019 graduate of the Charleston Area Alliance’s Leadership Kanawha Valley program. Les has been an active member of the Charleston Estate Planning Council since 2016 and on their Board of Directors since 2024.
*NMLS ID: 1281966
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
