Before joining Edward Jones I was an architect.
I designed and developed projects ranging from a private ski resort, to town halls and libraries, religious facilities and high-end residences throughout New England. I worked closely with each client to identify and understand their needs, goals and budget to develop a custom design.
I grew up in Greenfield and attended Deerfield Academy before obtaining a Bachelor of Architecture at Rensselaer Polytechnic Institute.
My family owned and operated one of the last remaining department stores in America, right on Main Street in Greenfield until my father's retirement. The 137-year longevity of the business was in no small part due to my family's unwavering priorities of always putting the customer first and offering only top-quality merchandise.
I chose a career in financial services because I believe I can make a difference in the lives of families and business owners in my community. Together, we will establish a strong financial foundation on which to build, and it all begins with careful and thoughtful planning for the long-term.
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to help reach your long-term goals.
Outside of work, I enjoy spending time with family and friends, taking my Golden Retriever, Abigail, hiking or swimming, and fishing any chance I can.
Please connect with me on LinkedIn or call me at 413.475.3142 to learn more on how we can work together as you plan for your financial future.
Focus areas
- Retirement Savings Strategies
- Business Retirement Plans
- New Investors
- Wealth Strategies
- Portfolio Reviews
Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- New Investors
- Wealth Strategies
- Portfolio Reviews
My Personal Interests
- Fishing
- Traveling
- Backpacking
- Architecture
- Real Estate
Personal Interests
- Fishing
- Traveling
- Backpacking
- Architecture
- Real Estate
Office Information
Phone Number
Kevin J O'Neil at (413) 475-3142Branch Team
- Lisa Godard
- Branch Office Administrator
Branch Team
Branch Team
- Lisa Godard
- Branch Office Administrator
Branch Team
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