Mike graduated from the College of the Holy Cross in 1995 and was commissioned a 2nd Lieutenant in the United States Army immediately after graduation. He spent four years active duty as a Field Artillery Officer at Fort Bragg, North Carolina holding various positions as a Fire Direction Officer, Platoon Leader, and ultimately the Battalion S-4 (logistics officer) for the 500-soldier, 3-321 st FAR battalion. He left the Army in 1999 and moved back into civilian life in the Boston, Massachusetts area where he grew up.
Mike began his career as a Financial Advisor in February 2000 in PaineWebber’s training program in Boston, MA. After UBS acquired PaineWebber in mid-2000, he would spend a total of eight years with the firm.
He then transitioned his business to Merrill Lynch in January of 2008, spending the following five years with Bank of America / Merrill Lynch.
In April of 2013, Mike realized his dream of becoming an independent business owner with Raymond James Financial Services, Incorporated. He established his own office named O’Neil Wealth Services, LLC. It was, without a doubt, a dream come true.
Mike is currently an Investment Advisor Representative, doing business under O’Neil Wealth Services, LLC. Mike is registered under the SEC Registered Investment Advisor, International Assets Investment Advisory, LLC in Orlando, Florida.
Mike and his long time Client Services Associate, Pam Harkins of Hingham Massachusetts, focus on white-glove client service. Together, they work to help clients meet their individual financial goals by tailoring portfolios to the client’s specific objectives, risk tolerance, and expected life milestones.
O’Neil Wealth Services offers investment advisory services through International Assets Investment Management, LLC (“IAIM”) a SEC Registered Investment Advisor. O’Neil Wealth Services is unaffiliated with IAIM.
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