An investment professional since 1993 and an Allegheny advisor since 1995, Mr. O’Neill specializes in investment planning for individuals and families. He helps clients identify investment goals and objectives, analyzes their current investments, and develops coordinated, written personal investment plans for subsequent implementation. By tailoring and diversifying investments, whether for retirement, education planning, or general investment purposes, he addresses the unique needs and personal circumstances of each client.
01CFP® Practitioner, Certified Financial Planner Board of Standards
02Series 7 & 63 FINRA licenses
03Life, Health, and Variable annuities licenses
01MBA Degree, emphasis in Finance and Investing, The University of Pittsburgh Graduate School of Business; named to national honor society for business students
02Bachelor’s Degree, Mechanical Engineering, Carnegie Mellon University