Nathan Burns

Kevin O'Connor is a Senior Resident Director at Merrill, serving in a dual role as both a Financial Advisor and a leader in the Syracuse local market. He joined Merrill in 1993 and was appointed Resident Director for the Syracuse office in 2004. In his leadership capacity, Kevin provides training and coaching to Financial Advisors and Client Associates while focusing on growing the office through recruitment and development of talent. With more than 30 years of experience, Kevin and his team apply a Goals Based Approach to Wealth Management, emphasizing clear and regular communication to help clients understand and prioritize their financial goals. His expertise spans areas such as college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, and retirement income. Kevin holds a Bachelor's degree in Business Administration from Le Moyne College. He earned the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning and is a Certified Plan Fiduciary Advisor® (CPFA®) professional. He resides in Syracuse with his wife Michelle and their two sons. Kevin is involved with various boards in the local community and enjoys golf, skiing, and traveling with his family.

Julia Georges is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. She provides guidance on a range of financial topics including general investing, retirement planning, and saving for unexpected events, and connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Julia holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the State University of New York System. She emphasizes a client-centered approach, taking time to learn what matters most to each individual and their family in order to create tailored financial strategies. Throughout the relationship, she offers ongoing advice and support as clients' needs evolve.

Samantha Jebbett is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been part of a team of four advisors since 2015. She specializes in financial planning aimed at helping clients achieve their financial goals throughout their careers and into retirement. Her approach focuses on addressing the complexities of investing with simplicity and transparency, tailoring personalized strategies that consider clients’ unique ambitions and priorities. Samantha’s areas of expertise include college education planning, family wealth management strategies, personal retirement planning, women and wealth, tax minimization, and retirement income. She collaborates closely with CPAs and attorneys to provide seamless service to her clients. Samantha holds the Personal Investment Advisor (PIA) designation and earned her bachelor’s degree from Syracuse University. Originally from Rochester, NY, Samantha now resides in Fairmount, New York. Outside of her professional responsibilities, she enjoys hiking, rock climbing, cooking, reading, traveling, and spending time with her family.

Rose Neill is a Financial Services Advisor (FSA) at Merrill Lynch Wealth Management. She works with clients to develop strategies aimed at pursuing their financial goals by focusing on what matters most to them and their families. Rose holds the Chartered Retirement Planning Counselor (CRPC) designation, reflecting her expertise in retirement planning. She earned her High School Diploma from Pinnacle Charter High School.

John Colvin is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Syracuse, NY. He is part of the M C S Group alongside Senior Financial Advisors Bill Maffei and David Schneid, collectively offering over 40 years of experience serving New York State employees, business owners, executives, health care professionals, retirees, and multigenerational households. John provides personalized wealth management strategies to help clients pursue their financial goals, drawing on the resources of Merrill Lynch and Bank of America. His areas of expertise include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. John holds the Chartered Financial Consultant (ChFC®) and Personal Investment Advisor (PIA) designations, underpinning his training and experience in financial planning, income taxation, investments, and estate and retirement planning. John earned his high school diploma from Union Springs High School and an associate's degree from Cayuga Community College. He is a volunteer with the Cayuga County Chamber of Commerce. Residing in Auburn, NY, John lives with his wife Leanna, their children Cecilia and Charlie, and their cat Marshawn. He enjoys basketball, football, golfing, music, racquetball, reading, running, spending time with his family, and watching movies, and is a Buffalo Bills season ticket holder.

Mac Mott is a Financial Advisor with Merrill Lynch Wealth Management based in downtown Chicago. He works with individuals and families to organize and plan for various aspects of their financial lives, focusing on aligning financial strategies with clients’ personal perspectives and priorities. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment finance, tax minimization, and retirement income. Mac holds a Bachelor's Degree from the University of Dayton and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Mac grew up in Syracuse, New York before attending the University of Dayton. He has lived in Chicago for over three years and considers it home. Outside of work, he enjoys adventure sports, baseball, basketball, chess, football, golfing, pickleball, soccer, spending time with his family, and traveling. His approach centers on helping clients uncover what matters most to them to create strategies that pursue their financial goals.