Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
The O’Neill Group has a distinguished history in wealth management at Merrill. Our team consists of 3 professionals with over 60 years of combined industry experience. Our goal, first and foremost, is to understand, in great detail, where your wealth stands today, and where you would like it to be in the future. We then design, implement and track a customized wealth management strategy. This strategy helps us enable you and your family to pursue your personal financial goals without undue sacrifice to your lifestyle or taking unnecessary investment risk. Our approach is about using wealth to turn goals into reality. When you succeed, we succeed.
Our team provides sophisticated planning for affluent families, corporate executives, successful business owners, foundations and endowments. Working closely with Merrill’s Managed Solutions Group, we focus on advising clients in the areas manager identification, asset allocation and performance evaluation. With the help of a Wealth Management Lending Officer from Bank of America we are able to further deliver a comprehensive financial approach by offering lending services provided by Bank of America, N.A. We also strive to create seamless coordination with our clients’ attorneys, CPAs and other advisors to address tax minimization strategies, estate planning needs and philanthropic strategies.
Our goal is to be your primary source of financial advice and to develop a long-term relationship with you through a commitment to quality client service. Our team strives to provide quality strategies customized to your needs, based upon your risk tolerance, time horizon, liquidity needs, overall investment goals, and the costs associated. We will schedule regular reviews with you to track your portfolio performance and progress to goals. We will meet with you as often as you would like, at a minimum once a year. We take pride in our proactive contact with you, whether by phone, e-mail or mail; to keep you updated on current market conditions and items of interest.
Matt, as the senior advisor for The O’Neill Group, works with affluent clients to create long-term, personalized wealth management plans in addition to overseeing investment selection and portfolio design.
Matt is a Chartered Retirement Planning CounselorSM (CRPC®) designee, awarded by the College for Financial Planning and has spent the last nine years serving high-net-worth investors and their families. Prior to forming The O'Neill Group, Matt spent three years in consumer banking at Bank of America, working with both individuals and small businesses throughout Northwest Florida.
In his free time, Matt enjoys hockey, golf and skiing and donates his time to The First Tee Gulf Coast where he serves on the Board of Directors. He lives in Pensacola, FL with his wife and two children.
Davison High School
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Bank of America, N.A.
Associate Investment Advisory Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Your advisor is a click away within our site or mobile apps
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.