Amy O'Neill, CFP

Amy O’Neill is a Financial Advisor and Co-Branch Manager with
One Financial Group. While focusing her business on her clients’
individual financial objectives, Amy believes the most successful
wealth management strategies look at the big picture. It is this
comprehensive, solution-focused approach, delivered with
constant personal attention and a commitment to her clients’
best interests, that sets Amy apart.
Amy is dedicated to managing and assisting with the
preservation of wealth for you and your family. By establishing
deep and valued relationships with you, she is able to gain a
comprehensive understanding of your needs and goals. Amy
works hard to enhance and help preserve your investments,
while assisting you in realizing your goals through long-term
financial solutions using retirement planning including IRAs,
401(k)s), estate planning, 529 education savings plans, cash
flow analysis and more.
A native of O’Fallon, Missouri, Amy graduated from Maryville
University with a Bachelor of Science in Business
Administration. Amy is a CERTIFIED FINANCIAL PLANNER™
professional and also maintains insurance licensing with the
State of Missouri in property/casualty, life and health insurance.
She is a member of the O’Fallon Chamber of Commerce,
Greater St Charles Chamber of Commerce and Little Black
Book of Women. When not working, Amy enjoys spending time
with her family and 2 dogs, reading crime novels and
singing with her church group. She joined One Financial Group and Raymond James in 2015.