Company History

Fresh out of the Army, my financial services career began in 2000.  I would spend the first 13 years of my career navigating challenging markets and gaining invaluable experience at PaineWebber and Merrill Lynch.  When I joined each of those firms, they were both stand-alone brokerage firms.  Shortly after I joined each, they were acquired by large banks.  As time went on, I knew I wanted to pursue the dream of independence.  I wanted to be a business owner and offer my clients the choices and flexibility they deserve.  I realized that dream in April of 2013, and established O’Neil Wealth Services, LLC.