Colin O’Hare is a Financial Advisor on Merrill’s Global Corporate & Institutional Advisory Services team. Colin leverages the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. In working with clients to help identify their primary goals and needs— he focuses on wealth management planning strategies, wealth forecasting, stock option analysis, concentrated stock strategies, and coordinating tax minimization strategies with clients’ tax and legal advisors.
Colin grew up in Jupiter, Florida as the son of two Merrill financial advisors, Greg and Kellie O’Hare. Colin is a graduate of The Ohio State University Fisher College of Business, where he was named an Ohio State Scholar-Athlete as a member of the 2017 Division 1 Men’s Lacrosse National Runner-up team.
Colin holds FINRA Series 7 and 66 Registrations. He also holds the Chartered Retirement Planning Counselor™ designation.
Residing in Buckhead GA, Colin enjoys spending time with family, exercising, fishing and paddle boarding.
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.
