Expertise:
Ms. O'Neill's expertise is in retirement planning.
Major Product/SVS:
Estate and Financial Planning Services, Property Management
Education Degrees:
Associate Degree in Marketing, The Florida State University (1993); Associate Degree in Financial Planning, University of Florida (1990); Bachelor of Business Administration, Minor in Finance (1983)
Affiliations Awards:
Local Chamber of Commerce
Throughout the duration of your career, what was the one highlight that stood out the most?:
The most gratifying aspect of her career is being able to keep her clients stable while helping them maintain their confidence even in the challenging economic climate.
Charity:
Western Carolina Rescue Ministries, NC; Goodwill Industries International, Inc.
Number Of Years In Profession:
15
Number Of Years In Current Position:
3
What Does He/She Attribute Success To:
She attributes her success to her perseverance, determination, and education.
Why did you become involved in your profession or industry?:
She became involved in her profession because as a military wife, she recognized the need to have a career and skill set that would enable her to find a job when she relocated.
Extended Bio Profile:
Ms. O'Neill has been married to her husband, Edward, for 18 years.
Position Responsibilities and Duties:
Working with Clients and Planning their Financial Futures, Delivering Custodial Investment Services, Managing Assets, Investments and Individual Retirement Accounts, Overseeing AVL Property Management for Commercial and Two Residential Properties
Education Certifications:
Licensed Insurance Agent, State of North Carolina; Licensed Real Estate Agent, States of North and South Carolina; Certified Financial Planner; Chartered Financial Consultant; Microsoft Certified Systems Engineer; Microsoft Certified Systems Administrator; A+ Certification