Kylee O'Neil

Kylee O'Neil is an experienced financial professional currently serving as an Internal Sales Consultant at Advisors Asset Management, Inc. since April 2024. In this role, Kylee collaborates with financial advisors to achieve client objectives and enhance product awareness within a team environment. Prior to this position, Kylee held various roles including Senior Wealth Strategy Associate at True Alpha Wealth Management and Senior Registered Client Service Associate at UBS. Additional experience includes serving as a Financial Advisor at Merrill Lynch and a Realtor at Remax. Early in the career, Kylee worked as a Customer Service Representative at The State Bank and Trust Company. Kylee holds a Certified Financial Planning Designation from The American College of Financial Services and a Bachelor's Degree from the University of Phoenix.