Connell & Associates
Merrill Lynch Wealth Management
55 Kings Highway
Dover, DE 19901
(302) 736.7751
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Connell & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Connell & Associates
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

About Us
Approach

Approach
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Howard Connell,

CKP®,CPFA™,CRPC™

Managing Director, Senior Resident Director
302.736.7751
Nicholas Alexander,

CFP®,CPFA™

First Vice President, Wealth Management Advisor
302.736.7745
Courtney Duncan,

CRPC™

Assistant Vice President, Senior Financial Advisor
302.736.7727
Anna M Touchard
Officer, Registered Wealth Management Client Associate
302.736.7718
Lynn A Redding,

CRPC™

Registered Senior Wealth Management Client Associate
302.736.7726
Adam Duane Insley
Wealth Management Client Associate
302.736.7713
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.
Alfred Imbro
Trust Specialist
Shawn DeAngelis
Wealth Management Lending Officer
NMLS #1450823
Barbara S Racan
Wealth Management Banking Specialist
Merrill
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.