The McConnell Group
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.
The McConnell Group provides wealth management services and strategies to a select group of ultra affluent families and individuals. Located in Boston we serve clients located throughout the United States and with wealth derived across a range of industries. The majority of clients we serve are business owners/entrepreneurs, corporate executives and partners at venture capital or private equity funds. Whatever the source of their wealth clients are drawn to our goals based wealth management capabilities, customized investment approach, attentive service and unwavering focus on their satisfaction. We purposefully limit our number of clients in order to foster relationships based on intimacy and responsiveness. As a result clients come to know us well and we make it our business to know them well.
CFP®, CIMA®, CPWA®, CRPC™
CFP®, CIMA®, CPWA®
CIMA®, CSRIC®
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
