Tim O'Neil Cfp, Ctfa (R)

Tim O'Neil has over 30 years of experience in the financial industry, specializing in wealth management and portfolio management. Tim started their career as the President/CEO of T. S. O'Neil & Co. In subsequent years, Tim held various roles such as EVP at Grenville Capital, Vice President of Portfolio Management at PALM BEACH CAPITAL MANAGEMENT, and Portfolio Manager at U. S. Trust Company of New York (Palm Beach) and Fleet Trust & Investment Services (Naples). Tim then served as Chief Investment Officer at BANK OF FLORIDA TRUST COMPANY, where they established and managed a new wealth management business.

In 2007, Tim joined Morgan Stanley as a Financial Advisor before transitioning to Naples Money Management as a Senior Relationship Manager in 2010. Tim then became a Senior Investment Strategist at First American Bank, where they conducted due diligence, managed client relationships, and provided investment advice.

Currently, Tim is the Senior Vice President of Trust/Senior Investment Officer at Herring Bank, where they oversee trust and investment operations. Throughout their tenure, Tim has demonstrated expertise in investment management, client relationship management, and business development.

Tim O'Neil, CFP(R), CTFA completed their education in a diligent manner. From 1968 to 1972, they attended Horace Greeley High School '72, although specific details regarding any degrees or fields of study are not available for that period. Tim then attended Princeton University from 1972 to 1976, where they earned their AB degree in Politics.