The O'Connor 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 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 to include seasoned advisors and rising next‑generation partners, our practice evolved along with it. This progression reflects the same thoughtful, deliberate approach we bring to our clients—honoring where we began while building for the future.
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 continuing this journey with you 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.
