Brian O'Connor
Brian delivers high‑impact wealth strategy and uncompromising service to a diverse and accomplished group of clients—from entrepreneurs and senior executives to multi‑generational families and driven professionals. Drawing on his experience and the full strength of Merrill Lynch Wealth Management, he builds dynamic, integrated potential solutions spanning investment management, retirement planning, cash management, and trust and estate planning services.
Raised in Upstate New York, Brian joined the Thundering Herd in 2025 as a third generation Merrill financial advisor with nearly a decade of experience in the financial services industry. Brian is also a proud member of The O'Connor, Hazelton, Coleman, Barnes & Curto Wealth Management Group, an established group of both seasoned and next-generation wealth partners. His interest in business and markets emerged early, ultimately guiding him toward a career committed to helping clients make informed financial decisions. Brian graduated in 2017 with a Bachelor of Science degree in Finance from the Providence College School of Business. He later expanded his expertise by earning an Investment Management Analyst certificate from the Wharton School of the University of Pennsylvania in 2021.
Before joining Merrill, Brian worked with a global top‑10 asset manager as an investment wholesaler serving Northern California and Nevada. In that role, he partnered with financial advisors to share timely market insights, offer portfolio guidance, and support their overall business growth. He spent much of his time breaking down fast‑moving economic trends, turning complex market dynamics into clear, practical strategies, and helping advisors build stronger, more diversified portfolios for their clients. This hands‑on work sharpened Brian’s analytical lens, broadened his understanding of global markets, and reinforced his commitment to providing thoughtful, client‑focused financial advice.
In his free time, Brian enjoys staying active, traveling, skiing, and spending time with friends and family. He is also an avid basketball fan, with a particular appreciation for the Providence College Friars.
Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
Bank of America Private Bank is a division of Bank of America, N.A.
As a third generation Merrill advisor, I am proud to be a member of The O'Connor, Hazelton, Coleman, Barnes, & Curto Wealth Management Team.
I grew up around people who valued hard work, long-term thinking, and taking care of others—and those same values are what I see reflected in this team's decades of service.
My role is to carry that forward while adding something new: a modern, energetic approach shaped by my background in sales and relationship building. I thrive in environments where people matter, communication is clear, and clients feel supported at every step—and that's exactly the culture I'm helping strengthen here.
I'm excited to blend fresh perspective with established expertise to help our team—and our clients—continue growing with intention.
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.
