Scott O'Connell
Senior Vice President, Senior Financial Advisor
NMLS #1537122
11811 Bernardo Plaza Court
San Diego, CA 92128
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Scott joined Merrill Lynch Wealth Management in 2008 and has held various roles within Merrill where he earned many accolades for his outstanding service. As a Senior Financial Advisor his primary focus is creating better financial lives through custom tailored solutions for high net-worth individuals, families, and institutions based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation.

Scott offers services in the following areas:

• Cash Management Strategies
• Custom Financial Strategies
• Risk Management
• Retirement Planning
• Educational Savings Plans
• Estate Planning Services
• Retirement Planning
• Corporate 401(k) Plans
• Commercial Real Estate Loans
• Customized Lending and Home Loans through Bank of America, N.A. (NMLS#1537122)

Scott has a Bachelor of Science degree from the College of Liberal Arts and Sciences at Arizona State University.

He holds an Accredited Asset Management SpecialistSM certification awarded by the College for Financial Planning Institutes Corp. and the Completion Certificate of the Longevity Training Program, from The University of Southern California, Davis School of Gerontology.

Scott grew up in Apple Valley, Minnesota and currently resides in San Diego, California. Outside the office he enjoys hiking, emerging technologies, reading, college basketball, watching a good boxing match and is an avid watcher of CNBC.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Rommel M Orje
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637394
Lorenya Romero
Wealth Management Banking Specialist
About Merrill

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.

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Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Scott O'Connell is registered to do business in AZ, CA, CO, DE, FL, HI, IL, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA.