Sorrels, O'Connor & Associates

Merrill Lynch Wealth Management
30 E. 7th Street
Suite 3400
St. Paul, MN 55101
(651) 298.7525
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Sorrels, O'Connor & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Sorrels, O'Connor & Associates
Welcome

Every day we come to work to make an impact in our client’s lives, and the lives of those who matter most to them.  By taking time to develop a deep understanding of who our clients are and what they’re trying to achieve, we’re able to help improve their situation and create confidence they’ll fulfill their vision of the future.

Recognition
Amy Sorrels
Senior Vice President, Wealth Management Advisor
Working Mother's "Top Wealth Adviser Moms", 2019-2020
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2023-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Show more recognition
Sorrels, O'Connor & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Us
Welcome

Every day we come to work to make an impact in our client's lives, and the lives of those who matter most to them. By taking time to develop a deep understanding of who our clients are and what they're trying to achieve, we're able to help improve their situation and create confidence they'll fulfill their vision of the future.

Meet Our Team
Amy Sorrels,

CFP®, CPFA®, CPWA®, CRPS™

Senior Vice President, Wealth Management Advisor
651.298.1726
Heather O'Connor,

CPFA®

First Vice President, Senior Financial Advisor
651.298.7525
Anthony K Vang
Registered Wealth Management Client Associate
651.298.1725
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.
Casey Brown
Wealth Management Banking Specialist
Merrill
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Bryant Wolfson
Alternative Investments Regional Specialist
Bank of America, N.A.
About Merrill

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.

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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 Plans Specialist™, CRPS™, and the CRPS™ 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 CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.