Kevin C. O'Connor
Kevin C. O’Connor is a Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in New York City. He works closely with individuals and families to develop personalized, goal‑based wealth strategies that integrate the investment insights of Merrill with the banking capabilities of Bank of America. Kevin provides customized guidance and investment solutions that reflects each client’s goals, risk tolerance, time horizon, and liquidity needs. His areas of focus include financial planning, concentrated stock strategies, portfolio construction and risk management, tax-minimization strategies and retirement income strategies.
Kevin began his career in financial services in 2015 with Vermont Federal Credit Union. He joined Merrill in 2019 on the Merrill Edge platform. A graduate of the University of Vermont, he holds dual bachelor’s degrees in Economics and Environmental Studies. Kevin also earned the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute in conjunction with the Yale University School of Management. He is additionally licensed to provide life insurance and variable annuity solutions.
Originally from Albany, New York, Kevin now lives in Brooklyn. Outside the office, he is an avid runner, skier, and golfer, and enjoys attending concerts. He has completed the New York City, Berlin, and Chicago Marathons as part of his ongoing goal to finish all six World Marathon Majors.
For more than a century, Merrill has helped clients navigate their financial lives. Kevin is committed to working with you to develop a thoughtful, personalized approach designed to help you pursue what matters most.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
