Michael O'Neil

Michael O'Neil

Senior Financial Advisor, Senior Vice President

Followers of Michael O'Neil224 followers
location of Michael O'NeilDarien, Connecticut, United States

Connect with Michael O'Neil to Send Message

Connect

Connect with Michael O'Neil to Send Message

Connect
  • Timeline

  • About me

    Senior Financial Advisor

  • Education

    • Saint Lawrence

      1985 - 1989
      Bachelor's Degree
  • Experience

    • Merrill Lynch

      Jun 2002 - now
      Senior Financial Advisor, Senior Vice President

      Mike's team--- the O'Neil, Zaikov Group--- practices an approach to wealth management that is consultative, caring and highly systematic. We combine our knowledge, experience and genuine concern for each client's well-being with the vast resources of a global investment firm to help clients fulfill a wide range of personal and business financial needs. Every client relationship is built on a commitment to excellence, integrity and superior service.Activities and Societies:Mike is a coach in the local youth ice hockey, lacrosse and softball programs and formerly served on the finance committee for the Board of Directors of the Darien Arts Center. His leisure time activities include skiing (shareholder in the Mad River Glen Ski Cooperative), golfing (member Winged Foot Golf Club), running and cycling and ice hockey. Mike lives in Darien, CT with his wife, Pam, and their three children. Show less

  • Licenses & Certifications

    • Certified Private Wealth Advisor

      Investments & Wealth Institute
      Dec 2019
    • Retirement Accredited Financial Advisor

      Merrill Lynch Internal
      Jun 2017
    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      Oct 2018
    • Personal Investment Advisor

      Merrill Lynch Internal
      Jan 2014