Heather O'connor
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Heather O'Connor is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 2006 and joined Merrill in 2012. Heather focuses on helping clients develop customized strategies to achieve their financial goals, specializing in areas including college education planning, corporate benefits, legacy planning, personal retirement planning, small business strategies, socially responsible and ESG investing, women and wealth, and retirement income.
Heather grew up in Braham, Minnesota, on a working dairy and crop farm, an experience that has influenced her work ethic and approach to financial advising. She earned Bachelor of Arts degrees in Anthropology and Criminal Justice, along with a Certificate of Forensic Science, from Hamline University in 2002. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).
Residing in Shoreview with her husband Patrick, Heather is a former board member and ongoing member of Giving WoMN, an organization that supports women's leadership in philanthropy. She is also involved with Junior Achievement. In her spare time, Heather enjoys reading, walking her dog, cooking, spending time with family, and traveling.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Retirement income strategy
College savings (529s, UTMA, etc.)
ESG / Sustainable investing
Demographic focus
Women's Finance
Women Professionals
Location
30 E 7 Th St
Saint Paul, MN 55101
Most active in
Heather O has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Work history
Bank Of America, N.a.
2012 - Present (14 years)
Merrill Lynch, Pierce, Fenner And Smith Incorporated
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Samuel S
Verified by Warmer
Series 63, Series 66
White Bear, MN
Greenup Wealth
Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.
Peter O
Series 63, Series 65
Maplewood, MN
MPM Financial Corporation
Justin M
Series 66
Woodbury, MN
VIP Financial Associates
Aimee H
CFP®, Series 63
Edina, MN
The Hatlestad Group
Donovan C
Series 65
St. Louis Park, MN
Carson Capital
Paula L
Series 63, Series 65
St Paul, MN
Ramsey Hill Asset Management LLC
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