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O’Connor, Pittman and Sherman Group

Merrill Lynch Wealth Management
1780 Hughes Landing Blvd
The Woodlands, TX 77380
(281) 882-4825
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As your Merrill advisors, we can offer advice, guidance and long-term planning for investment strategies that also consider — as we collaborate — your life goals, risk tolerance, time horizon and liquidity needs.
O’Connor, Pittman and Sherman Group
Merrill Lynch Wealth Management

Experience matters and we believe we have the kind of experience that gives us a valuable perspective. Our investment approach is customized to help clients address their unique concerns and goals, one-by-one. We follow Merrill's goals-based wealth management process to better understand how individuals think and feel about investing which, in turn, helps us assess the financial resources necessary to pursue each specific goal, such as retirement income planning, education funding and wealth transfer. We know the right questions to ask, we offer access to a global network of specialists and research, and we can help create a framework designed to optimize short- and long-range goals.

About Us

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Meet Our Team
James P. (Jim) O'Connor,


Senior Vice President, Wealth Management Advisor
Carter Sherman
Registered Wealth Management Client Associate
Connor Pittman Headshot Image
Connor Pittman
Financial Advisor
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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