Lucy O'Connell Headshot Image
Lucy O'Connell
Senior Vice President, Wealth Management Advisor
NMLS #1373841
4000 Embassy Parkway
Suite 300
Akron OH 44333
(330) 670.2484
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Lucy began her financial services career with Merrill in 2002. She is a member of Freeman-O'Connell Wealth Management Group, a team of financial advisors with over 50 years of industry experience, servicing the Northeast Ohio and Akron communities.  As a Wealth Management Advisor on the team, she continues to provide outstanding support to clients and the team with the utmost integrity. As a visionary on the team, she helps clients organize their finances so they can fulfill dreams. She does this through a deeper discovery process to identify and prioritize a way to help meet each client’s short and long term financial goals.  In addition, Lucy is a CERTIFIED FINANCIAL PLANNER certificant awarded by the Certified Financial Board of Standards, Inc.  

She attended John Carroll University on an academic scholarship and received her degree in Industrial Business Management from the University of Akron. She is married with two children and two granddaughters.  She enjoys spending time with her family.  Her hobbies are soccer and reading.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Recognition
Forbes "Top Women Wealth Advisors Best-in-State", 2025
(Published on February 11, 2025. Rankings based on data as of Sept 30, 2024.)
Forbes "Best-in-State Wealth Management Teams", 2024-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

Meet Our Professional Staff
Rebecca Sarno,

CPFA®

Officer, Registered Wealth Management Client Associate
330.670.2483
Chelsea Angela Budo
Wealth Management Client Associate (FP)
330.670.2481
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Danielle Nizich
Wealth Management Banking Specialist
Merrill
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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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.
Lucy O'Connell is registered to do business in AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WV.