The O'Connell Group

Merrill Lynch Wealth Management
1325 Franklin Avenue
Floor 04
Garden City, NY 11530
(516) 877.8316
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We are committed to developing deep connections with clients and their families.  Every member of our team strives to provide a consistently high level of service.
The O'Connell Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Daniel O'Connell
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
Forbes "America"s Top Wealth Advisors", 2021
(Published on August 24, 2021. Rankings based on data as of Mar 31, 2021.)
Forbes "Best-in-State Wealth Advisors", 2017-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Financial Times "400 Top Financial Advisers", 2020
(Published on April 16, 2020. Rankings based on data as of June 30, 2019.)
Barron's "Top 100 Financial Advisors", 2011
Barron's "Top 1,200 Financial Advisors", 2017-2019, 2021-2025
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Show more recognition
The O'Connell Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Meet Our Team
Daniel O'Connell,

CPFA®, CRPC™

Managing Director, Wealth Management Advisor
516.877.8316
Dawn M Vittorio-Pike
Assistant Vice President, Wealth Management Associate
516.877.8396
Jenni M Funk
Officer, Registered Senior Wealth Management Client Associate
516.877.8255
Raeana Georgopoulos,

CFP®

Officer, Wealth Planner
516.877.8422
Jack O'Connell
First Vice President, Financial Advisor
516.877.8321
Daniel O'Connell
First Vice President, Financial Advisor
516.877.8289
Corrin  Giarratano
Corrin Giarratano
Wealth Management Client Associate
516.877.8206
Trevor James VonKaenel
Trevor James VonKaenel
Wealth Management Specialist
516.877.8428
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.