Brett joined Merrill in 2021 and The O’Connell Wealth Management Group in 2024. High energy and naturally curious, he relishes the opportunity to learn about clients – their struggles, successes, and bumps encountered along the way.




Whether he talks with both spouse or their adult children, Brett applies his strong communication skills and emotional intelligence – listening closely to what clients say (and may not say). He believes that frequent and friendly conversations are critical to driving the group’s planning-based approach.




Brett finds the same holds true when coordinating with clients’ CPAs and attorneys – providing accurate and timely information that helps align tax-minimization¹ and estate planning strategies.




“I wanted a career where I could combine my interest in finance with a desire to serve others. It feels good knowing that Michael and I can remove the financial stress from clients by crafting and introducing a financial strategy that accounts for their real-world challenges and opportunities. We are hands-on and ears-open advisors who genuinely care about clients’ financial and emotional wellness,” Brett explains. “Watching a professional relationship with a client grow into a personal relationship is incredibly rewarding.”




Brett is a graduate of the University of Maryland, where he earned a Bachelor of Science degree in Finance and International Business. Still a proud Terrapins football and basketball fan, he also enjoys hunting, fishing, skiing, skeet/trap shooting. Rooting for the Baltimore Ravens and Orioles. Brett grew up on the Eastern Shore of Maryland and now resides in Annapolis.




***¹Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.