Alisa Kim O'Neil, JD, CTFA, AEP®, CDFA®, is a Principal in Estate and Financial Planning at CAPTRUST, where they have been since 2024 following the merger with Boston Financial Management. They develop integrated financial and estate planning strategies for high-net-worth clients and oversee fiduciary administration as co-president of Boston Fiduciary Services, LLC. Alisa's previous roles include trust counsel, estate tax associate, and senior trust administrator, contributing extensive experience in estate planning and administration. They earned a Juris Doctor from Suffolk University Law School and a Bachelor of Arts, cum laude, from Midwestern State University, and currently serves on the Board of Trustees at Beth Israel Deaconess–Milton Hospital.
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