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Anna O'connell

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Anna O'connell

Wealth Management Advisor, Senior Vice President | Merrill Lynch

Albuquerque, New Mexico, United States

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Anna O'connell

Summary

Anna O'Connell is a seasoned Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in estate planning strategies and financial analysis, focusing on creating tailored wealth management plans for her clients. A graduate of St. Olaf College, Anna actively contributes to her community through organizations like the SANE Collaborative and the New Mexico Estate Planning Council. Her dedication to client service is complemented by her status as a CERTIFIED FINANCIAL PLANNER, underscoring her commitment to professional excellence. Anna's extensive career at Merrill Lynch Wealth Management highlights her expertise in navigating complex financial landscapes. She is known for her personalized approach and deep understanding of client needs, making her a trusted advisor in wealth management. In addition to her professional pursuits, Anna is passionate about community engagement and philanthropy, reflecting her belief in giving back.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Anna O'connell

Work Experience

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Wealth Management Advisor, Senior Vice President at

Merrill Lynch

November 2007 - Present

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Anna O'connell

Education

St. Olaf College, Bachelor's Degree

January 1980 - January 1984

Frequently Asked Questions about Anna O'connell

What is Anna O'connell email address?

Anna O'connell's primary email address is *************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Anna O'connell work for?

Anna O'connell is a Wealth Management Advisor, Senior Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Anna O'connell graduated from?

Anna O'connell holds a degree in from St. Olaf College.

How can I directly contact Anna O'connell?

To contact Anna O'connell directly, you can use the email address *************@ml.com. Complete contact information is available upon registration with Muraena.

Who is Anna O'connell?

Anna O'Connell is a seasoned Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in estate planning strategies and financial analysis, focusing on creating tailored wealth management plans for her clients. A graduate of St. Olaf College, Anna actively contributes to her community through organizations like the SANE Collaborative and the New Mexico Estate Planning Council. Her dedication to client service is complemented by her status as a CERTIFIED FINANCIAL PLANNER, underscoring her commitment to professional excellence. Anna's extensive career at Merrill Lynch Wealth Management highlights her expertise in navigating complex financial landscapes. She is known for her personalized approach and deep understanding of client needs, making her a trusted advisor in wealth management. In addition to her professional pursuits, Anna is passionate about community engagement and philanthropy, reflecting her belief in giving back.

Anna`s contact details

mail

*************@ml.com

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