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
Barron's "America's Top 1200 Financial Advisors State-by-State", 2007-2019, 2021-2022
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Barron's "Top 100 Financial Advisors", 2011
Financial Times "400 Top Financial Advisers", 2020
(Published on April 16, 2020. Rankings based on data as of June 30, 2019.)
Forbes "Best-in-State Wealth Advisors", 2017-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America"s Top Wealth Advisors", 2021
(Published on August 24, 2021. Rankings based on data as of Mar 31, 2021.)
Click here to learn more about advisor recognitions
Meet Our Team
Daniel O'Connell,

CPFA™, CRPC™

Managing Director, Wealth Management Advisor
516.877.8316
John Grein,

CFP®

Senior Vice President, Wealth Management Advisor
516.877.8465
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, Registered Wealth Management Client Associate
516.877.8422
Jack O'Connell
Financial Advisor
516.877.8321
Daniel O'Connell
Financial Advisor
516.877.8289
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.