Amy A O'Neill,
CFP;®
Financial Advisor, RJFS
Branch Manager, RJFS
Amy O’Neill is more than a financial advisor—she’s a trusted partner committed to guiding individuals and families through every stage of their financial journey. As a Branch Manager with Raymond James, Amy takes a comprehensive approach to wealth management, focusing on long-term strategies designed to align with her clients’ unique financial goals.
Her philosophy is simple: true financial success requires a big-picture perspective. By fostering deep, meaningful relationships with her clients, Amy ensures she understands their aspirations, challenges, and priorities. With this insight, she crafts tailored strategies that help preserve and grow wealth while navigating key financial decisions, from retirement and estate planning to education savings and cash flow analysis.
A proud Missouri native, Amy earned her Bachelor of Science in Business Administration from Maryville University. As a CERTIFIED FINANCIAL PLANNER® professional, she brings industry-leading expertise to every conversation. She is also licensed in property, casualty, life, and health insurance through the State of Missouri.
Beyond her professional life, Amy is an active member of her community, contributing to the O’Fallon Chamber of Commerce, St. Charles Regional Chamber of Commerce and Little Black Book of Women. When she’s not advising clients, you’ll find her spending time with her husband Matt, enjoying crime novels, or hanging out with her two dogs, Finley and Murphy.
Since joining One Financial Group and Raymond James in 2015, Amy has remained dedicated to helping individuals and families achieve financial confidence with strategic, personalized planning.
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.
