My passion has always been geared towards helping others. For 17 years, before coming to Edward Jones, I worked in the non-profit field. My love of giving back to the community was how I transitioned to becoming a second-generation financial advisor. My family and I enjoy being active within our community, church and other local non-profit organizations.
As a military family, we understand what it means to serve and support one another. My husband, Jon, who is also a financial advisor, has given back to our community and country for the past 12 years in the U. S. Navy.
My dad, who was an Edward Jones financial advisor, taught me the importance of investing, financial stability and setting long-term goals. Having two young children of my own, I hope to one day instill this same knowledge in them.
My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Relationships are key, and a one-size-fits-all approach may be fine for some investors, but I believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, preparing for the unexpected or creating an estate or inheritance, I can offer investment solutions tailored to all your financial goals.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberSuzy O'Neal at (530) 676-5402
|Mon||07:30AM - 03:30PM|
|Tue||07:30AM - 03:30PM|
|Wed||07:30AM - 03:30PM|
|Thu||07:30AM - 03:30PM|
|Fri||07:30AM - 03:30PM|
|Sat||By Appointment Only|
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