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.
A primary goal is to engage the interest and involvement of every client in the management of their affairs. This can be accomplished in various ways. It is important to discuss markets and investments in a context that is personal rather than generic. Investing involves intellectual questions, opinions, and thoughtful decisions. Ultimately there is always an avenue to pique a client's interest, the engagement of which is essential to success.
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.
