Sean M. O'Neill,  CFP<sup>&reg;</sup> - Financial Advisor

Sean M. O'Neill, CFP®

First Vice President - Financial Advisor

RBC Wealth Management

1906 Towne Centre Blvd, Ste 375
Annapolis, MD 21401
FINANCIAL ADVISOR'S WEBSITE
(410) 573-6723 CONNECT WITH Sean
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General

Sean O'Neill is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RBC Wealth Management in Annapolis, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Plans Specialist (CRPS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

RBC Dain Rauscher

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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