The McConnell Group
Bill and Chip McConnell provide investment advice, wealth management planning, estate planning coordination, and brokerage services to individuals and families of varying degrees of wealth. They offer investors an advisory relationship based on integrity, fairness, and respect. Their approach is designed to educate, and to encourage clients to be interested and involved in the the management of their investments. Bill and Chip consider the client relationship an alliance; their role is to provide thoughtful advice, good judgment, and a commitment to act always in the best interests of their clients. Their capable colleague, Dianna Carbone, leads the team's client support staff.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
