ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Thomas O’Neill, Jessica O’Neill, CFP®, and Thomas O’Neill Jr. to Raymond James & Associates (RJA) – the firm’s traditional employee broker/dealer – in Mount Laurel, New Jersey, according to Tom Galvin, Northeast regional director for RJA.
Previously a sole practitioner, Tom O’Neill formed O’Neill Wealth Management five years ago with his two children, Jessica and Tom Jr. The team, including senior registered client relationship associate Danielle Takacs, joined Raymond James from Morgan Stanley, where the advisors managed approximately $203 million in client assets. Together they serve a variety of clients, with a focus on business owners, physicians and high-net-worth families.
“We were attracted to Raymond James because of the firm’s culture, technology offerings, and the emphasis on wealth management,” said Tom, senior vice president of investments. “The tenure and retention rate of the advisors at Raymond James was another positive indication of the culture at the firm. We are looking forward to leveraging the resources and support at Raymond James as we serve our clients and continue to grow our practice.”
Tom brings more than 35 years of financial services industry experience, having worked at firms including Merrill Lynch, A.G. Edwards, UBS and most recently, Morgan Stanley. He attended Susquehanna University, where he pursued his degree in Business Administration/Economics.
Jessica, financial advisor and a CERTIFIED FINANCIAL PLANNER™ practitioner, began her financial services career in 2014 with Morgan Stanley. She received her bachelor’s degree from The Ohio State University.
Tom Jr. began his career as a financial advisor at Morgan Stanley in 2016. He graduated with his bachelor’s degree from The Smeal College of Business at Penn State University. He is pursuing his MBA at La Salle University and now with Raymond James is currently in the firm’s Advisor Mastery Program.
“I am pleased to welcome Tom, Jessica and Tom Jr. to the firm, as Raymond James continues strategic expansion in the Northeast,” said Galvin. “They are a team that is focused on growth and above all, doing what’s best for their clients. We’re proud that Raymond James’ unique culture and advisor support continue to resonate with and attract outstanding advisory teams like O’Neill Wealth Management.”
