Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Joe O’Neill has been in the financial services industry for 30 years, all with Merrill. He is dedicated to providing clients and new prospects to the practice a strategy and individual approach to their financial well-being. He advises clients on investment management and wealth accumulation with respect to their assets and their transfer to their future generations. Having access both the banking convenience of Bank America along with the award-winning (Top Global Research Firm, Institutional Investor 12/20) investment insights of Merrill, he works with clients to offer products and solutions that take into consideration their needs, goals, risk tolerance, and timeframe liquidity. He is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third-party investment managers’ strategies, funds or portfolios. Additionally, Joe collaborates with the client’s other professionals like their CPAs, tax and estate attorneys, real estate designees, and healthcare facilities.
In addition to the research team, clients are given access to the services of specialists that can provide additional support in some areas like 401K’s, Insurance, Securities-Based Lending. Joe is also supported by two veteran client associates, Dee Volpe-Gubicza and Joyce Volpe.
Joe lives in Ambler with his wife Amy. He has a daughter and a son. He is active in the community with support of musical theater arts as well as neighborhood associations. Sometimes he can been seen performing his hobby as an extra in some locally shot movies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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 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.
We will work to help you stay on track, regardless of what the markets are doing.