Michael O'Connell
,
Senior Vice President, Wealth Management Advisor
11333 McCormick Rd
Hunt Valley, MD 21031
410.527.7718
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I focus on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. I work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
Profile

My practice focuses on two distinct areas: Personal Wealth Management & Financial strategies for Business owners and High Net-Worth families as well as Advisory & Co-Fiduciary Management for Qualified Retirement Plans. In striving to provide the highest level of service to my clients in both of these matters, I have obtained the appropriate designations to highlight the value that I am able to deliver: CERTIFIED FINANCIAL PLANNER PROFESSIONAL, CERTIFIED 401K(k) PROFESSIONAL, CERTIFIED PLAN FIDUCIARY ADVISOR and CERTIFIED EXIT PLANNING ADVISOR.

I truly appreciate the trust that my clients have placed in me, and I am committed to ensuring they receive the level of attention, responsiveness and knowledge required to help achieve their future goals & objectives.

Graduate of Villanova University and Loyola Blakefield.

As a designated Retirement Benefits Consultant, I have been selected as one of a distinct number of Merrill advisors to offer access to  3(21) Co-Fiduciary services for corporate 401(k) plans.

Selected to Financial Times Top 401 Retirement Plan Advisors list for 2015 and 2020 (Published annually May - Oct. Rankings based on data as of Dec 31 of prior year.)

MISSION STATEMENT:
My goal is build and preserve the assets of clients by offering a professional level of advisory services as well as providing exceptional customer service.


FOCUS SERVICES:
- Investment Management for Qualified & Non-Qualified Retirement Plans
- Wealth Management
- Retirement Strategies
- Asset Allocation Analysis
- Risk Management
- Cash Management
- Estate Planning Services
- Commercial Lending through Bank of America, N.A.
- Alternative Investments ($1.5 million minimum net worth).

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*Source: Financial Times “401 Top Retirement Advisers” list, published annually May - Oct. Rankings based on data as of Dec 31 of prior year.

The Financial Times “401 Top Retirement Advisers” list is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisers, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. This honor is not indicative of the adviser’s future performance. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the adviser. Neither the advisers nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. All rights reserved.

Recognition
Financial Times "401 Top Retirement Plan Advisers", 2015, 2020
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Professional Staff
Kathleen Boldt,

CRPC™

Assistant Vice President, Wealth Management Associate
410.527.7731
Rachel Lesnick
Assistant Vice President, Wealth Management Associate
410.527.7739
Angela N Candelaria
Wealth Management Client Associate
410.527.7706
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Aileen T. Takio
Employee Benefits Specialist
Bank of America, N.A.
Andrew Piet
Wealth Management Banking Specialist
Merrill
Alexander Mairone
Employee Benefits Specialist
Bank of America, N.A.
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 Merrill

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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.

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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
Michael O'Connell is registered to do business in AL, CA, DC, DE, FL, GA, IL, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA, WA.