I have been a financial advisor with Edward Jones since 2009. To better serve my clients, I earned the CFP® and AAMS® professional designations, and I regularly complete educational and ethical training to maintain those standards.
Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I begin by asking my clients essential questions and gathering facts to better understand their situations. I then utilize direct investments and procedures devised to accomplish their goals. Once the strategies are implemented, I maintain regular contact with my clients and continuously conduct reviews to keep them on track. To provide a holistic service, I collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.
I am honored to serve a variety of clients, many of whom I consider close friends. I help multigenerational families grow and distribute wealth. Many of my clients are also retirees and those approaching retirement. As the son of a business owner, I have a special affinity for working with business owners on complex financial issues. No matter my clients’ current situations, I strive to deliver an exceptional client experience.
Within the firm, I have served as a client transition leader and a field trainer leader in my region. Outside of the office, I enjoy going to flea markets and antique shops, yard work and gardening.
My branch team and I welcome new investors and we are happy to offer a second opinion to more seasoned investors. Contact my office today to learn more about how a financial partnership with me and my branch team can work for you.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- History and Museums
Phone NumberRandy O'Neal at (410) 543-4311
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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