John O'Neil

John O'Neil is an accomplished wealth management professional with extensive experience in investment management, banking, and mortgage lending. They served as Vice President and Minority Owner at Merit Financial Services, LLC from 1997 to 2007, where they contributed to significant company growth. O'Neil spent nearly a decade at US Bank Wealth Management, holding roles as Vice President and Private Banker, where they excelled in managing high-net-worth clients and driving revenue growth. Most recently, they were the Managing Director and Head of Private Wealth for CIBC Bank USA, achieving remarkable growth in loans and deposits. Currently, O'Neil is a Wealth Advisor at Prudential Advisors.