Amy A O'Neill,
CFP;®, CDFA;®
Financial Advisor, RJFS
Branch Manager, RJFS
Amy O’Neill is a dedicated Financial Advisor and Branch Manager at One Financial Group. She focuses on her clients’ unique financial goals, believing that the most effective wealth management strategies consider the big picture. Amy’s comprehensive, solution-oriented approach, combined with her personal attention and commitment to her clients’ best interests, distinguishes her in the field.
Amy is committed to managing and preserving wealth for her clients and their families. By establishing deep and valued relationships, she gains a thorough understanding of their needs and goals. Amy works diligently to enhance and preserve investments, helping clients achieve their objectives through long-term financial strategies, including retirement planning, IRAs, 401(k)s), estate planning, 529 education savings plans, cash flow analysis, and more.
A native of O’Fallon, Missouri, Amy graduated from Maryville University with a Bachelor of Science in Business Administration. She is a CERTIFIED FINANCIAL PLANNER® professional and holds insurance licenses in property/casualty, life, and health insurance in Missouri. Amy is an active member of the O’Fallon Chamber of Commerce, St Charles Regional Chamber of Commerce, and Little Black Book of Women. Outside of work, she enjoys spending time with her husband, Matt and two dogs, Finley & Murphy, reading crime novels, and working on home improvement projects. Amy joined One Financial Group and Raymond James in 2015.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
