Financial Advisor Ii
Current
Jun 2023 - Present
AeroLeads people directory · profile
Ruairi O'Neill, Chfc® Email & Phone Number
Financial Services/Advising/Planning
at
TD PRIVATE CLIENT WEALTH LLC
1 work email found
@td.com
1 phone found area 212
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Services/Advising/Planning
Location
New York City Metropolitan Area, United States
Who is Ruairi O'Neill, Chfc®? Overview
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Quick answer
Ruairi O'Neill, Chfc® is listed as Financial Services/Advising/Planning at TD PRIVATE CLIENT WEALTH LLC, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at td.com, phone signal with area code 212, and a matched LinkedIn profile for Ruairi O'Neill, Chfc®.
Ruairi O'Neill, Chfc® previously worked as Financial Advisor II at Td Private Client Wealth Llc and Financial Planner at Ey. Ruairi O'Neill, Chfc® holds Bachelor Of Science (B.S.), Marketing from St. John'S University, The Peter J. Tobin College Of Business.
Company email context
Email format at TD PRIVATE CLIENT WEALTH LLC
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*@td.com
68% confidence
AeroLeads found 1 current-domain work email signal for Ruairi O'Neill, Chfc®. Compare company email patterns before reaching out.
Profile bio
About Ruairi O'Neill, Chfc®
Areas of ExpertiseFinancial Planning | Risk Management | Income Tax Strategies | Asset ManagementTeam Building & Leadership | Retirement Planning Strategies | Investment Strategies Estate and Gift-Tax Planning | Specialized Strategies | Technical Analysis | Macro Environment AnalysisI enjoy reading on a frequent basis, Thoughts on the Frontline by John Mauldin, The Daily Shot, The Big Picture by Investor's Business Daily, Lance Robert's Daily Market Commentary, Michael Batnick's Animal Spirits, Grit Capital, Michael Kitces, as well as Charlie Bilello's wonderful charts amongst many others. I would encourage all to subscribe to them. Most are free. Please don't hesitate to contact me via email at roryoneill81@gmail.com with any questions or comments you have regarding my work. I'm always open to connecting with other professionals!
Listed skills include Risk Management, Analytical, Attention To Detail, Ability To Listen, and 13 others.
Current workplace
Ruairi O'Neill, Chfc®'s current company
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4 roles
Ruairi O'Neill, Chfc® work experience
A career timeline built from the work history available for this profile.
Financial Planner
Assume shared accountability for assisting clients with assessment and evaluation of short and long-range financial solutions—offering recommendations for leveraging current income and savings in decision-making associated with diverse investment options. Support clients throughout decision-making related to qualified and nonqualified retirement plan options, with a particular emphasis on IRA’s, 401k’s, 403b’s, 457’s, ESOP’s, SERP’s, FSA’s, HSA’s, HRA’s, profit sharing plans, and pensions explaining each plan’s characteristics to confirm client/employee comprehension of plan benefits and any potential drawbacks.
Oct 2018 - Nov 2022
Sales Analyst
As Sales Analyst for NASDAQ, I boosted sales within two verticals (i.e., a technical analysis research platform and Dorsey Wright SMA / UMA business) via formulation of a comprehensive business plan for organization wide adoption and application. I generated slide decks, handouts, and other materials for informational presentations related to point and figure charts; I convened with colleagues and other stakeholders and major decision makers - including Analysts, Customer Service Associates, Financial Advisors, Portfolio Managers, and Wholesalers - to deliver these presentations on a recurrent basis.
Sep 2016 - Sep 2017
Financial Advisor
As Financial Advisor with JPMorgan Chase, I interviewed each client to gather key financial data and information - including current income, expenses, financial objectives, insurance coverage, risk tolerance, and tax status - necessary for the formulation of a tailored financial plan. I analyzed aforementioned financial data and information to determine strategies for meeting clients' financial goals. I supported clients in the attainment of all financial targets and objectives via the recommendation of strategies in various areas, such as investment planning, insurance coverage, and cash management; I assisted clients in the implementation of these financial planning recommendations and continued with follow-up reviews.
Jul 2011 - Jul 2013
2 education records
Ruairi O'Neill, Chfc® education
Bachelor Of Science (B.S.), Marketing
St. John'S University, The Peter J. Tobin College Of Business
Financial Planning And Services
The American College Of Financial Services
FAQ
Frequently asked questions about Ruairi O'Neill, Chfc®
Quick answers generated from the profile data available on this page.
What company does Ruairi O'Neill, Chfc® work for?
Ruairi O'Neill, Chfc® works for TD PRIVATE CLIENT WEALTH LLC.
What is Ruairi O'Neill, Chfc®'s role at TD PRIVATE CLIENT WEALTH LLC?
Ruairi O'Neill, Chfc® is listed as Financial Services/Advising/Planning at TD PRIVATE CLIENT WEALTH LLC.
What is Ruairi O'Neill, Chfc®'s email address?
AeroLeads has found 1 work email signal at @td.com for Ruairi O'Neill, Chfc® at TD PRIVATE CLIENT WEALTH LLC.
What is Ruairi O'Neill, Chfc®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Ruairi O'Neill, Chfc® at TD PRIVATE CLIENT WEALTH LLC.
Where is Ruairi O'Neill, Chfc® based?
Ruairi O'Neill, Chfc® is based in New York City Metropolitan Area, United States while working with TD PRIVATE CLIENT WEALTH LLC.
What companies has Ruairi O'Neill, Chfc® worked for?
Ruairi O'Neill, Chfc® has worked for Td Private Client Wealth Llc, Ey, Nasdaq, and J.P. Morgan.
How can I contact Ruairi O'Neill, Chfc®?
You can use AeroLeads to view verified contact signals for Ruairi O'Neill, Chfc® at TD PRIVATE CLIENT WEALTH LLC, including work email, phone, and LinkedIn data when available.
What schools did Ruairi O'Neill, Chfc® attend?
Ruairi O'Neill, Chfc® holds Bachelor Of Science (B.S.), Marketing from St. John'S University, The Peter J. Tobin College Of Business.
What skills is Ruairi O'Neill, Chfc® known for?
Ruairi O'Neill, Chfc® is listed with skills including Risk Management, Analytical, Attention To Detail, Ability To Listen, Employee Benefits, Ethical Character, Client Relationships, and Social Media.
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