Devin Oneil
Senior Financial Advisor at Wells Fargo Advisors
Based in Minneapolis, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Minneapolis
Industry
Financial Services
Company size
15K
Contact information
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d•••••••@wellsfargoadvisors.com
Phone
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Background
About Devin Oneil
The O'Neil Financial Group of Wells Fargo Advisors is 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, the O'Neil Financial group 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; 952-897-5457 This 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 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 Invested Wells 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
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