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Baerbel
O'Haire

Baerbel O'Haire

Vero Beach, Florida

Merrill Lynch executive Baerbel O’Haire currently leads her financial advisory team, the O’Haire Fessler Group, out of the firm’s Vero Beach, Florida, office. Baerbel O’Haire provides wealth management services to individuals and families with high net worth who are interested in developing long-term strategies to meet their financial goals. In particular, Baerbel O’Haire assists clients in understanding and implementing the complicated processes behind investments, taxes, stocks, and trusts. In her roles as Wealth Management Advisor and Senior Vice President of Investments, Baerbel O’Haire utilizes more than two decades of experience, as well as her credentials as a Certified Financial Planner and a Chartered Retirement Planning Counselor. Before launching her career with Merrill Lynch in 1985, Baerbel O’Haire graduated from the University of Florida with a Bachelor of Science in Accounting. Baerbel O’Haire continues to support her alma mater as a member of the University of Florida Alumni Association. In addition to her professional and educational pursuits, Baerbel O’Haire enjoys volunteering with the John’s Island Community Service League. Baerbel O’Haire also contributes her time to groups in her community as a member of the St. Edward’s School Parent Advisory Committee and the Professional Advisors Council of the Indian River Community Foundation. During her free time, Baerbel O’Haire enjoys reading, citing Ayn Rand and Dan Brown among her favorite authors. Baerbel O’Haire also stays physically active through tennis, snow and water skiing, and Bikram yoga.


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