David O'Malley, Financial Advisor located in Palm Beach, FL

Financial Advisor
David O'Malley

CFP®, CEPA®, AAMS®
125 Worth Ave Ste 220, Palm Beach, FL 33480opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Sustainable Investing
  • Employee Stock Options
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Spending Time with Family
  • Genealogy

Team Members

  • Olivia Henley
    Branch Office Administrator
  • Rachael Kerns
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(561) 833-9123

Fax

(866) 444-3880

Office Address

125 Worth Ave Ste 220
Palm Beach, FL 33480opens in a new window

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