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Kevin T. O'Connor, Senior Resident Director

Welcome to the Syracuse branch. Our collaborative network allows us to draw on each other’s diverse experiences so we can offer you insights, perspectives, skills and strategies that have been designed to help you and your family lead the lives you want. We welcome working with individuals, business owners, executives and institutions in rising, declining and turbulent markets. We are well-positioned to help you address your wealth management challenges and opportunities.

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Branch Office Profile

Kevin T. O’Connor, Senior Resident Director of the Syracuse Office is also a Managing Director who started with Merrill Lynch in 1993.  His responsibilities include leading firm strategy and cultivating financial advisors and client associates, all dedicated to making clients’ financial lives better.  

Merrill Lynch’s advisors help clients pursue what is meaningful to them with comprehensive wealth management and a dynamic investment platform. Through deep relationships with individual, corporate and institutional clients, they work within a customized, goals-based system and employ the broad resources of Merrill Lynch and Bank of America.


The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.


Through our volunteerism and charitable outreach, the branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the investing insights of Merrill, a disciplined wealth planning platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Advisors at This Location

Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Gary J. Allen,


First Vice President

Senior Financial Advisor

Lisa Germain,


Senior Vice President

Senior Financial Advisor

Patrick M Mahar,


Vice President

Senior Financial Advisor

David A Schneid

Assistant Vice President

Senior Financial Advisor

Peter J Simmonds,





Senior Vice President

Wealth Management Advisor

Richard L Neal,



Senior Vice President

Senior Financial Advisor

Cheryl B Mcleod,




Senior Vice President

Senior Financial Advisor

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Careers 4

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management