Gerald O'Neil

Gerald O'Neil has extensive experience in the financial services industry, currently serving as an Investment Counselor at David Lerner Associates, Inc. since January 2016. Prior roles include Senior Financial Consultant at Financial Resources Group, where expertise in retirement and income planning was developed, as well as experience in life insurance, disability insurance, long-term care, mutual funds, annuities, stocks and bonds, structured products, and managed money. Gerald O'Neil has held financial advisory positions at Allstate Insurance Company, Bank of New York, Bank of America, Guardian Life, and Metropolitan Life Insurance. Gerald O'Neil holds a Bachelor of Business Administration in Marketing from Hofstra University.