John O’Neil is a Senior Vice President and Private Wealth Advisor in the Paramus office of Merrill Private Wealth Management. John advises multi-generational families, successful entrepreneurs, and large scale-institutions in formulating a holistic wealth management approach and tactical plan that steward assets across generations.
John’s genuine interest in his clients’ success is apparent in everything he does. He cultivates personal relationships with each individual, and is tireless in harnessing Bank of America and Merrill’s vast investments, credit, estate planning, charitable giving, and banking capabilities. John’s focus is on creating a direct link between objectives and the strategies that help to achieve them. He strives to make the often complex process of managing significant wealth less formal, and does not compromise when delivering an exceptional level of service.
John began his career in 2006 with J.P. Morgan. For the last fourteen years he was a Banker with J.P. Morgan Private Bank, where he advised ultra-high-net-worth families and institutions across all facets of wealth management. Before the Private Bank, John was a Financial Associate in the Corporate & Investment Bank, responsible for asset statement analysis, business initiatives, strategy development and budget planning for the Custody and Hedge Fund Services businesses.
John earned an M.B.A. in Asset Management from Boston College Carroll Graduate School of Management. He holds a B.A. in Economics from The College of the Holy Cross, where he played NCAA Division I football for four years – three years as the starting quarterback, and one as captain.
Making it a priority to help others, John has been an active supporter of the American Cancer Society. As Coordinator of the annual Northern New Jersey Golf Classic, he has helped raise over four million dollars to help lead the fight for a world without cancer. John is also the Director of his town’s youth football program, where he is responsible for all day-to-day operations across the program – specifically financial reporting, fundraising, and program strategy.
John resides in Oakland, New Jersey, with his wife Katie, and their two sets of fraternal twins – Lily, Liam, Connor, and Colin. In his free time, he stays active playing basketball, softball, and paddle tennis. John’s best days are spent coaching his kids and enjoying time with his family.
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