The McConnell Group Team Photo

The McConnell Group

Merrill Private Wealth Management

100 Federal Street
Boston, MA 02110
(617) 946.8081
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We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.
The McConnell Group
Merrill Lynch Wealth Management
Welcome

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.

Recognition
Thomas McConnell
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
The McConnell Group Team Photo
The McConnell Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Our Approach
The McConnell Group

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.

Thursday, July 18th 2024| 2pm ET
2024 Midyear Outlook

Concise, conversational, actionable: In just 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.

Topics explored:

  • Is an interest rate cut still in the cards for 2024?
  • What the U.S. election could mean for the markets
  • Large cap vs. small cap? Equities vs. fixed income? U.S. vs. global?
  • How artificial intelligence and other innovations could reshape the markets
Meet Our Team
Thomas McConnell
Managing Director, Private Wealth Advisor
617.946.8081
Arthur Bom Conselho,

CFP®, CIMA®, CPWA®, CRPC™

First Vice President, Private Wealth Advisor
617.946.8084
Robert Joyce,

CFP®, CIMA®, CPWA®

Senior Vice President, Private Wealth Advisor
617.946.8082
Olivia M McCarthy,

CIMA®, CSRIC®

Assistant Vice President, Private Wealth Associate
617.946.8080
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Dina Friedman
Wealth Strategist
Valerie Galinskaya
Wealth Strategist
Merrill Lynch Logo
Anthony Imbriano
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #114531
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Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.