Herring Bank
Tim O'Neil has over 30 years of experience in the financial industry, specializing in wealth management and portfolio management. Tim started their career as the President/CEO of T. S. O'Neil & Co. In subsequent years, Tim held various roles such as EVP at Grenville Capital, Vice President of Portfolio Management at PALM BEACH CAPITAL MANAGEMENT, and Portfolio Manager at U. S. Trust Company of New York (Palm Beach) and Fleet Trust & Investment Services (Naples). Tim then served as Chief Investment Officer at BANK OF FLORIDA TRUST COMPANY, where they established and managed a new wealth management business.
In 2007, Tim joined Morgan Stanley as a Financial Advisor before transitioning to Naples Money Management as a Senior Relationship Manager in 2010. Tim then became a Senior Investment Strategist at First American Bank, where they conducted due diligence, managed client relationships, and provided investment advice.
Currently, Tim is the Senior Vice President of Trust/Senior Investment Officer at Herring Bank, where they oversee trust and investment operations. Throughout their tenure, Tim has demonstrated expertise in investment management, client relationship management, and business development.
Tim O'Neil, CFP(R), CTFA completed their education in a diligent manner. From 1968 to 1972, they attended Horace Greeley High School '72, although specific details regarding any degrees or fields of study are not available for that period. Tim then attended Princeton University from 1972 to 1976, where they earned their AB degree in Politics.
Herring Bank
Herring Bank is a full-service Bank operating across three states. As a community bank we are committed to connecting in three key areas: Our Customers Our Communities Our Employees Herring has made its reputation for nearly 125 years by serving businesses and is one of the largest commercial lenders in the Texas Panhandle and beyond. From there we have branched out and diversified so that we are now offering a full line of services and products for businesses and individuals including: Checking and Savings Mortgages Personal and Auto Loans Wealth Management Business Services (Treasury Management, credit processing, employee pay cards, and more) CDs Online and Mobile Banking including remote deposits Services for College Students and College Campus And the list keeps going and growing Along the way, we have also become one of the top locations to work in Colorado, Oklahoma, and our home state of Texas. We have developed this reputation by investing in our employees, promoting from within, and of course and an excellent package of pay and benefits. Above all that, from the top down, our bank and our people are committed to, and connected with, our communities. Our people have an inherent desire to serve. Whether it is in the bank lobby, behind the teller line, or in one of the myriad organizations and causes we support corporately and individually service to you and the towns we call home is just a way of life. As a business, a customer, a community, or an organization, connect with THE bank that is connected to you. Herring Bank. Connected.