Jim ONeil - RBC Wealth Management Financial Advisor

Bachelor of Science in Political Science from Willamette University. Licenses: Series 7, 63, and 65. Benefit Administration Company: Pensions Consultant, 1989-1993. Meaghan and Katie are our children with my wife, Ann. I have served in my community as a Sacred Heart Shelter Advisory Board member and instructor for the Continuing Education Program at North Seattle Community College/Shoreline Community College. A decade was spent by me also as a columnist at the Everett Herald. I graduated from The University of Washington with a bachelor's degree in Interdisciplinary Arts & Science. Before coming to RBC Wealth Management in 2004, I was a client associate in Merrill Lynch's Life Insurance Division. After completing all the course work required by the College of Financial Planning in 2015, I was awarded my CERTIFIED FINANCIAL PLANNER(tm). This multi-year CFP (r) program - which requires in-depth training and examination in every area of financial planning, including taxes, investments, insurance, and estate planning - is over. I run Jim's branch and focus on client service.