Brandon O'Neill, Financial Advisor

FINANCIAL ADVISOR
Brandon R O'Neill

CFP®, ChFC®, AAMS™, CRPC™, CRPS™
19 Liberty St Suite 2, Westminster, MD 21157opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

About Brandon

In 2011, I joined Edward Jones not only with a passion for investing and saving, but also with a stronger passion for making a positive and meaningful impact in the lives of the people and families I partner with. I'm inspired every single day by the people I'm so lucky to work with and meet.

Empowering my clients to reach their financial goals is my motivation. My focus is to help people become confident in the financial decisions they make. Our team strives to make sure our clients feel heard and understood, and we treat every person with respect as we...

Work History

  • Edward JonesMarch 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Pennsylvania State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Sports Enthusiast
  • Health & Nutrition

Team Members

  • Mariel Braid
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

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