O'Connell & Chavez

Merrill Lynch Wealth Management
2125 Louisiana Blvd
Suite 200
Albuquerque, NM 87110
(505) 884-9859
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O'Connell & Chavez 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.
O'Connell & Chavez
Merrill Lynch Wealth Management
Welcome

O'Connell & Chavez 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.

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Preserve and grow your legacy
Recognition
O'Connell & Chavez
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
The D.R.I.V.E.S. Process

The mission of O'Connell and Chavez is to serve as clients' essential financial resource. Our objective is to make clients' lives better by allowing them to focus on their demanding schedules with the assurance that their wealth is being managed efficiently and professionally.

O'Connell and Chavez have developed and refined a goals-based wealth management process to help address clients' financial problems with thoughtful advice and guidance. During discovery meetings we get to know each client and what matters most to them. We use our technology to run projections to see if the client is on track and create a roadmap to guide our strategies. Client data and projections are used to implement strategies that are appropriate for each client's unique situation. We regularly verify that client investments are helping in the pursuit of their goals. Our goals-based wealth management process evolves as client situations change. We genuinely care and make it our priority to provide an extraordinary experience through quality service.

O'Connell and Chavez manage the personal finances for a select group of individuals and families throughout the United States. Clients are often retirees or pre-retirees. Typically they are looking for a team of highly knowledgeable financial advisors they trust to manage their finances because they may not have the time, inclination or experience to do it themselves. The clients we work with are similar to us; they work hard and value what they have attained. They value a team that is heavily involved in their financial lives. We are encouraged to work with their attorneys and other professionals because clients understand that wealth management plans have many moving parts. We take the trust clients place in us very seriously and because of that trust our relationships go beyond finances.

With O'Connell and Chavez it's not about industry benchmarks — it's about you and your goals.

Meet Our Team
Gerald Chavez,

CFP®,CPWA®

Vice President, Wealth Management Advisor
505.884.9859
Anna O'Connell,

CFP®,CSRIC®

Senior Vice President, Wealth Management Advisor
505.884.9883
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.
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.
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.