Owen McGee
As a Financial Advisor with The McGee Group at Merrill, I help individuals and families build a clear plan for their financial lives. My work starts with understanding your full financial picture — your goals, time horizon, and what you want your money to make possible — and structuring an approach aligned to your objectives, risk tolerance, and liquidity needs.
I work alongside my father, who has advised clients for more than 30 years. The people I work with get the perspective of decades paired with an advisor committed to them for the long term.
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.
