Excelsior Wealth Management Group
With over 100 years of combined experience at Merrill Lynch and more than $1 billion in entrusted client assets (as of 3/1/2026), we’ve helped families navigate milestones—from first homes to retirements and everything in between. Those moments remind us that every client has a story, and every goal matters. As a legacy team of long‑tenured and newly joined high‑achieving advisors, we unite deep experience with fresh perspective and continued growth. Together, we deliver clear guidance and personalized strategies that build confidence today and enduring strength for tomorrow—helping you move forward with clarity and purpose, generation after generation.
More than two decades ago, Jim O'Connor, Bill Hazelton, and Kristen Dwyer partnered to form The O'Connor Hazelton Group—a practice built on personal connection, thoughtful guidance, and a deep commitment to the families they served. What began as a three person team has grown into a multigenerational practice designed to support clients today and for decades to come.
As our team expanded with seasoned advisors and rising next‑generation partners, we felt our evolution deserved a name that reflects who we are now and the mission that guides us forward. That's why we proudly became the Excelsior Wealth Management Group—honoring our roots while embracing the upward path we're building together.
What we're most proud of isn't just our collective experience—it's the relationships we've built and the time we invest in understanding what matters most to you. Your goals, concerns, and vision for the people you care about remain at the center of everything we do.
Thank you for your trust. We look forward to growing with you—ever upward—every step of the way.
CIMA®, CPFA®
CIMA®, CPWA®, CRPS™
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.
