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A comfortable retirement starts with a personal income plan

Jim O'Neil

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Wealth management approach
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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Jim O'Neil

First Vice President - Financial Advisor,
Portfolio Director Group

Phone: 206-621-3235

Stephanie Moreno, CFP®, CRPC®

Senior Investment Associate

Phone: 425-739-1103

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Seattle
401 Union St., Suite 3600
Seattle, WA 98101
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