Top Wealth + Best-in-State + Barron's 100 · rank 2 · Garden City, New York · listed firm: Merrill Wealth Management
Identity & firm
- Firm — The O'Connell Group at Merrill Lynch Wealth Management (high)
- “The O'Connell Group Merrill Lynch Wealth Management 1325 Franklin Avenue Floor 04 Garden City NY 11530” — firm_official
- Parent company — Bank of America (high)
- “Providing you with access to the investment insights of Merrill and the credit and lending capabilities of Bank of America offers a way for you to manage all of the pieces of your financial life.” — firm_official
- Firm type — wirehouse (high)
- “Currently employed by and registered with the following Firm(s): IA MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 1325 FRANKLIN AVE GARDEN CITY, NY 11530 CRD# 7691” — sec_finra_regulatory
- Team name — The O'Connell Group (high)
- “The O'Connell Group - Financial Advisors in Garden City, NY 11530 | Merrill” — firm_official
- Team size — 7 (high)
- “Meet Our Team Daniel O'Connell , CPFA®, CRPC™ Managing Director , Wealth Management Advisor 516.877.8316 516.877.8316 Get in touch icon/control/launch copy View bio Dawn M Vittorio-Pike Assistant Vice President , Wealth ” — firm_official
- CRD — 1283449 (high)
- “BrokerCheck Report DANIEL TIMOTHY O'CONNELL CRD# 1283449” — sec_finra_regulatory
- Years experience — 42 (high)
- “B MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 1325 FRANKLIN AVE GARDEN CITY, NY 11530 CRD# 7691 Registered with this firm since: 08/21/1984” — sec_finra_regulatory
- Designations — other:CPFA, other:CRPC (high)
- “Daniel O'Connell , CPFA®, CRPC™ Managing Director , Wealth Management Advisor” — firm_official
Book of business
- Team AUM ($M) — 2600 (high)
- “Team Assets (Custodied): $2.6B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size for New Business: $2M” — forbes_shook
- Typical client net worth ($M) — 33.75 (high)
- “Typical Net Worth of Relationships: $7.5-60M” — forbes_shook
- Client niche — individuals, families and privately held companies; multigenerational wealth transfer (medium)
- “We can also help you with potential strategies for transferring wealth to the younger generation.” — firm_official
- “Helping you pursue your goals starts with getting to know you and your family.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “The approach is simple, transparent and supported by thoughtful investment guidance aligned to your life priorities.” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ny/garden-cityny/the-oconnell-group (high)
- “The O'Connell Group - Financial Advisors in Garden City, NY 11530 | Merrill” — firm_official
- Value proposition (verbatim) — No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. (high)
- “Philosophy No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your prio” — firm_official
- Differentiators — Boutique-scale personal service backed by a global firm's research and technology, No single approach — strategy customized to each client's priorities and time horizon, Simple, transparent process aligned to life priorities, Access to Bank of America credit and lending alongside Merrill investment insights, Comprehensive planning beyond investments, including generational wealth transfer (high)
- “Our process is designed to deliver a customized, comprehensive strategy to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment” — firm_official
- “combine the attentive, personalized and professional services of a small group with access to the intellectual capital, extensive research and technology of one of the largest global financial services companies” — forbes_shook
- Content marketing — occasional (medium)
- “Shifting gears: New drivers of potential market expansion Watch our latest webcast where expert panelists share ideas that can help you prepare for potential opportunities and risks in the second half of 2026 and beyond.” — firm_official
- Has podcast — no (medium)
- “Recognition About Us Meet Our Team Insights About Merrill On this page navigate to...” — firm_official
- Books published — 0 (low)
- “Recognition About Us Meet Our Team Insights About Merrill On this page navigate to...” — firm_official
- Linkedin url — https://www.linkedin.com/in/daniel-o-connell-crpc%E2%84%A2-9645451/ (medium)
- “Daniel O'Connell, CRPC™ - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — none (low)
- “Recognition About Us Meet Our Team Insights About Merrill On this page navigate to...” — firm_official
- Press awards — Barron's "Top 100 Financial Advisors", 2011, 2026, Barron's "Top 1,200 Financial Advisors", 2014-2019, 2021-2025, Barron's "Top 250 Private Wealth Management Teams", 2025 (high)
- “Barron's "Top 1,200 Financial Advisors", 2014-2019, 2021-2025 (Published annually February – March. Rankings based on data as of September 30 of prior year.) Barron's "Top 100 Financial Advisors", 2011, 2026 (Published a” — firm_official
- “Barron’s “Top 250 Private Wealth Management Teams”, 2025 (Published on May 9, 2025. Rankings based on data as of December 31, 2024.)” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “The O'Connell Group Merrill Lynch Wealth Management 1325 Franklin Avenue Floor 04 Garden City NY 11530” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill advisor-site template: navy and white with Merrill bull corporate branding, clean sans-serif type, wide 16:9 lifestyle hero imagery and square advisor headshots. No team-specific mark or palette. (medium)
- “<img style="object-fit:cover;object-position:center;width:100%;aspect-ratio:1.7777777777777777" src="https://dyn.mktgcdn.com/p/khcwMk0TVOBFNjtlIUrcU8VuyhBPcWJhW0zVZwOqegU/width=500,height=281"” — firm_official