Matthew ONeill

Matt works with affluent clients to create long-term, personalized wealth management plans in addition to overseeing investment selection and portfolio design. He provides sophisticated planning for affluent families, corporate executives, successful business owners, foundations and endowments. Working closely with Merrill’s Managed Solutions Group, he focuses on advising clients in the manager identification, asset allocation and performance evaluation. With the help of a Wealth Management Lending Officer from Bank of America he is able to further deliver a financial planning approach by offering lending services provided by Bank of America, N.A. He also strives to create seamless coordination with our clients’ attorneys, CPAs and other advisors to address tax minimization strategies, estate planning needs and philanthropic strategies.

Matt is a Chartered Retirement Planning Counselor™, CRPC™ designee, awarded by The College for Financial Planning Institutes Corp. and has spent the last nine years serving high-net-worth investors and their families. Prior to forming The O'Neill Group, Matt spent three years in consumer banking at Bank of America, working with both individuals and small businesses throughout Northwest Florida.

In his free time, Matt enjoys hockey, golf and skiing and donates his time to The First Tee Gulf Coast where he serves on the Board of Directors. He lives in Pensacola, FL with his wife and two children.


*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Asset allocation does not ensure a profit or protect against loss in declining markets.*Wealth Management Lending Officers do not offer investment advice, nor make recommendations on investment products.