Brian O'Connor
Brian provides tailored wealth strategy and service to a wide net of individuals ranging from business owners and senior executives to multi-generational families and full-time employees. He applies his insight and experience, harnessing the extensive resources of Merrill Lynch Wealth Management to devise integrated approaches to multiple wealth disciplines: investment management, retirement planning, cash management, and trust and estate planning services. Throughout each relationship, Brian offers a disciplined and highly responsive framework to pursue each client’s unique objectives.
Raised in Upstate New York, Brian joined Merrill Lynch Wealth Management in August 2025 as a Team Financial Advisor. At an early age, Brian knew he wanted to be in the business world. In 2017, Brian graduated with a B.S. in Finance from the Providence College School of Business. He also received an investment management analyst certificate from the Wharton School of the University of Pennsylvania in 2021. Prior to Merrill, Brian spent the past 8 years in Boston, MA where he worked for a global asset manager as an investment wholesaler. In this role, he provided financial advisors with insight on the capital markets and how he could best support their practice and investment portfolios based on the latest economic backdrop. After partnering with advisors for more than 7 years, Brian recognized the impact that sound financial advice can have in the lives of individuals and families. He gained a strong interest in personally helping them pursue their financial and retirement goals.
As a Merrill financial advisor, Brian focuses on developing and maintaining robust goals-based wealth management strategies while also leveraging Merrill's world class investment platform to implement investment recommendations. A goal of his is to educate and reinforce the importance of core principles in successful long-term investing and act as a financial guide for those looking to maximize their earning opportunities amidst their busy schedules.
In his free time, Brian enjoys staying active, traveling, and spending time with friends and family.
Philosophy
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
