Kevin O'Neill

Kevin Patrick O'Neill

Financial Advisor

  • CLU®
FINRA BrokerCheck
  • CA License: #0L54198

10 Madison Ave Ste 301,
Morristown, NJ 07960
973-531-2161 Visit my website

About my practice

I spent 20 years on Wall Street focused on what was happening in the next 30 seconds or 3 days. I now spend time with clients planning for the next 3 years and 3 decades. I work with families and business owners, with a unique perspective helping parents with multiples and special needs. My planning connects well with lawyers, engineers, finance professionals, and C-suite executives.

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