Kristopher O'Hare
Most people don’t struggle in retirement because they didn’t save. They struggle because no one helped them prepare their money for the moment work stops.
Since 2013, Kris O’Hare has worked with established professionals and business owners who have built meaningful wealth and want clarity about what comes next. After years of focusing on growth, the questions shift:
- How should this be structured?
- Will my plan support the life I want?
- Am I actually prepared?
As a Senior Vice President and Senior Financial Advisor at Merrill, Kris works with clients to bring intention to this stage. Using the Merrill proprietary financial modeling process called Personal Wealth Analysis®, Kris helps clients test retirement timing and spending decisions so they can make informed adjustments to savings, risk, and portfolio structure before retirement begins.
Kris holds the Retirement Management Advisor® (RMA®), Chartered Retirement Planning Counselor™ CRPC™ , and Certified Plan Fiduciary Advisor® (CPFA®) designations, and earned both his MBA and BBA from Georgia Southern University. In 2018, he was selected to help mentor new advisors within Merrill’s Atlanta Buckhead Complex through the Financial Advisor Development Program.
Outside the office, Kris volunteers with The Shepherd Center and March of Dimes. He also enjoys music and performs as a drummer, guitarist, and vocalist.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
