Senior Financial Advisor, First Vice President - Investments
Current
O'Neil Financail Group Of Wells Fargo Advisors
Apr 2019 - Present
AeroLeads people directory · profile
Devin O'Neil, Cfp® Email & Phone Number
Senior Financial Advisor, First Vice President - Investments
at
O'Neil Financail Group of Wells Fargo Advisors
1 work email found
@wellsfargoadvisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
O'Neil Financail Group of Wells Fargo Advisors
Role
Senior Financial Advisor, First Vice President - Investments
Location
Greater Minneapolis-St. Paul Area, United States
Who is Devin O'Neil, Cfp®? Overview
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Quick answer
Devin O'Neil, Cfp® is listed as Senior Financial Advisor, First Vice President - Investments at O'Neil Financail Group of Wells Fargo Advisors, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Devin O'Neil, Cfp®.
Devin O'Neil, Cfp® previously worked as Senior Financial Advisor at O'Neil Financial Group Of Wells Fargo Advisors and Account Executive at Insight. Devin O'Neil, Cfp® holds Bachelor Of Science In Business, Finance from University Of Minnesota - Carlson School Of Management.
Company email context
Email format at O'Neil Financail Group of Wells Fargo Advisors
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*@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Devin O'Neil, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Devin O'Neil, Cfp®
As a Senior Financial Advisor, I dedicated to helping high net worth individuals and their families build, manage, preserve and transition wealth. We do this by providing comprehensive wealth management services. This includes investment planning and asset management, and liability management, risk management through insurance and other asset protection strategies, and estate, trust, and fiduciary services through various affiliates.As in any relationship, successful financial relationships are built on trust and confidence. With these precepts as a foundation with over 60 years of combined investment experience has built a client base expecting and counting on a relationship for the long term. Though our client base is demographically diverse, our long-range focus has led to a notable experience in retirement planning and transitioning generational wealth. Our investment process is ongoing, dynamic and meant to add comfort to our clients in knowing they have a well-structured, long term, personal investment plan in place.Please contact me by e-mail; devin.oneil@wellsfargoadvisors.com or by phone; 952-897-5457This information is intended for use by residents of AZ, CA, FL, ID, IL, IN, KS, MA, MD, MN, NC, ND, NV, OH, OR, PA, VA, and WI only.CA Insurance License Number 4340518. Resident State: FL./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Investments, Retirement Planning, Asset Allocation, Estate Investment Planning, and 6 others.
Current workplace
Devin O'Neil, Cfp®'s current company
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O'Neil Financail Group Of Wells Fargo Advisors
4 roles
Devin O'Neil, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
As a founding member of the O'Neil Financial Group, I provide portfolio management services for both retail and institutional clients. I am committed to helping clients reach their long-term objectives by making prudent, objective investment recommendations, and regularly meeting to review their portfolio with a fresh perspective to help keep their investment plans in stride with their goals. I make use of sophisticated planning tools to create a long term investment plan that can help you uncover your goals, determine which are the most (and least) important and track your progress in reaching them.
Nov 2008 - Apr 2019
Account Executive
Created, managed and maintained my own book of 200+ clients Created and tailored IT solutions by recommending hardware, software and services to solve my client's business issues Worked hand in hand with partnering manufacturers and territory managers to ensure client gets best product at the best price Participated in weekly training to improve IT knowledge Assisted in pre-sales research and post-sales support
Aug 2007 - Oct 2008
Marketing Director Intern
Researched bonds using several programs including Bloomberg and Morningstar Created quarterly portfolio analysis for top clients Prepared and sent 30 Annual Income and Performace Reports to key clients every year Set up and managed new ACT database system to assist in organizing client contact information and streamline mailings
Jan 2005 - Sep 2006
1 education record
Devin O'Neil, Cfp® education
-
University Of Minnesota - Carlson School Of Management
FAQ
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Quick answers generated from the profile data available on this page.
What company does Devin O'Neil, Cfp® work for?
Devin O'Neil, Cfp® works for O'Neil Financail Group of Wells Fargo Advisors.
What is Devin O'Neil, Cfp®'s role at O'Neil Financail Group of Wells Fargo Advisors?
Devin O'Neil, Cfp® is listed as Senior Financial Advisor, First Vice President - Investments at O'Neil Financail Group of Wells Fargo Advisors.
What is Devin O'Neil, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Devin O'Neil, Cfp® at O'Neil Financail Group of Wells Fargo Advisors.
Where is Devin O'Neil, Cfp® based?
Devin O'Neil, Cfp® is based in Greater Minneapolis-St. Paul Area, United States while working with O'Neil Financail Group of Wells Fargo Advisors.
What companies has Devin O'Neil, Cfp® worked for?
Devin O'Neil, Cfp® has worked for O'Neil Financail Group Of Wells Fargo Advisors, O'Neil Financial Group Of Wells Fargo Advisors, Insight, and Wachovia Securities Financial Network.
How can I contact Devin O'Neil, Cfp®?
You can use AeroLeads to view verified contact signals for Devin O'Neil, Cfp® at O'Neil Financail Group of Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Devin O'Neil, Cfp® attend?
Devin O'Neil, Cfp® holds Bachelor Of Science In Business, Finance from University Of Minnesota - Carlson School Of Management.
What skills is Devin O'Neil, Cfp® known for?
Devin O'Neil, Cfp® is listed with skills including Investments, Retirement Planning, Asset Allocation, Estate Investment Planning, Mutual Funds, Bonds, Annuities, and 401K.
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