The O'Connor Hazelton Group
Our team at Merrill Lynch Wealth Management brings ideas and resources to clients, offering a Goals-Based Wealth Management approach that puts them, rather than the market, at the center of the wealth management process. With over 70 years of combined experience, we work collaboratively with a select group of entrepreneurs and families, to tailor strategies to all of their specific financial needs and wants, forge relationships built on trust, accountability, and integrity and help our clients achieve the life they’ve always imagined.
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.
What we're most proud of isn't just our experience, but the relationships we've built. We take the time to get to know you—what drives you, what keeps you up at night, and what you envision for yourself and the people you care about.
Thank you for your trust. We look forward to growing with you—ever upward—every step of the way.
CIMA®, CPFA®
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.
