Merrill Lynch Financial Advisor Michael O'Neill

Merrill Lynch Financial Advisor Michael O'Neill, located at 560 Lexington Avenue in New York, offers a unique blend of experience, service, and commitment to clients. As part of the 712 Investment Group under Merrill Lynch Wealth Management, our team of experts has been providing personalized wealth management services since 1992. With a focus on listening to your needs and goals, we create custom strategies tailored to your financial situation, risk tolerance, and long-term objectives. Our partners, including Managing Directors Richard Wald and Travis O'Brien, have been recognized by Forbes for their outstanding service and expertise in wealth management.

We specialize in helping affluent families, foundations, charities, and endowments address their charitable objectives, as well as assisting employers in designing retirement programs to attract and retain top talent. Supported by the global resources of Merrill Lynch, our team is dedicated to building strong client relationships based on trust and personalized service. With a focus on tax minimization and estate planning, we work with your personal tax and estate planning professionals to ensure your financial strategy aligns with your goals.

Our commitment to excellence has earned us recognition from Forbes, including rankings on various lists such as "Best-in-State Wealth Management Teams" and "America's Top Wealth Management Teams High Net Worth". We believe in setting the standard for exemplary client service and are dedicated to helping you reach your financial goals. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Contact us today to learn more about how we can help you achieve financial success.