Brandon O'Neill, CFP®, CAP® serves as Vice President and Charitable Planning Consultant at Fidelity Charitable since April 2013, focusing on integrating philanthropic strategies into financial and wealth management planning while educating advisors on various charitable vehicles and donor-advised funds. O'Neill has received the Fidelity Leadership Award and is an inaugural member of the Fundraising Advisory Board. Prior experience includes roles as a Charitable Planning Associate and Regional Investment Consultant at Fidelity Investments, a Financial Advisor at Morgan Stanley Smith Barney, and a Reinsurance Broker at EWI Risk. Brandon O'Neill holds a Bachelor of Applied Science in Entrepreneurship from Texas Christian University and a Certificate in Financial Planning from Southern Methodist University.
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