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peter-oneill

Peter O'Neill

CFP® - Vice President, Wealth Strategist

Peter O’Neill is a Wealth Strategist at Beacon Trust. Before joining Beacon Trust, Mr. O’Neill was a Vice President, Wealth Advisor for the MDE group since 2014. Prior to joining The MDE Group, Peter was a financial analyst at AMG National Trust Bank servicing high net worth individuals. In his current role, he is responsible for preparing detailed analyses relating to estate planning, tax planning, cash flow analysis, and investment strategies. In addition to servicing his own clients, Peter works with the Senior Wealth Strategists and has developed a thorough understanding of most of their high net worth client relationships. He is also a member of the Investment Committee at Beacon Investment Advisory Services and is actively involved with business development. Mr. O’Neill graduated with a B.S. in finance from St. Joseph’s University in 2012. He is a Certified Financial Planner (CFP®), having received the designation from the Fairleigh Dickinson University, NJ.