Dylan O'Shea
Partner
212.540.4126
In life and in work, Dylan believes in the value of a good plan, having seen first-hand how financial planning can help people optimize their financial decisions: from investing, saving, and cash-flow to wealth transfer, charitable giving, and other strategies.
Always appreciating the singular nature of an individual client’s situation and circumstances, Dylan helps them define their goals, organize their financial life, create a thorough plan to move forward, and execute on that vision with consistency and discipline.
Just as he is purpose-driven himself, Dylan looks to help our clients find a more purposeful approach to their wealth, grounded in consistency, clarity, and organization.
Merrill Lynch Wealth Management, New York City:
First Vice President, Wealth Management Advisor
Merrill Lynch NextGen Leadership Council to Management 2016-2019; Chairman, 2019
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered SRI CounselorSM (CSRIC®)
Certified Plan Fiduciary Advisor, (CPFA)
Johns Hopkins University: Master’s degree
Loyola University Maryland: Bachelor’s degree
Teach For America New York: Associate Board Member
Dylan and his wife, Madeline, reside in Mendham, New Jersey, with their two children. An ideal weekend day is spending the morning watching his beloved Tottenham Hotspurs Football Club, followed by outdoor time with family, and culminating with a homemade meal.