Sean O'Neill, Financial Advisor at RBC Wealth Management

Sean O'Neill, Financial Advisor at RBC Wealth Management I work with clients to design custom-built plans to simplify their financial lives.

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Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Non-deposit investment products offered through RBC Wealth Management are not FDIC insured, are not a deposit or other obligation of, or guaranteed by, a bank, and are subject to investment risks, including possible loss of the principal amount invested. Securities offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Did you know 3 in 4 homeowners would rather be at home than anywhere else? If you’ve already fallen in love with your ho...
06/17/2026

Did you know 3 in 4 homeowners would rather be at home than anywhere else? If you’ve already fallen in love with your home, the question is what your next chapter looks like.

I can help you plan for whatever comes next, whether that means upgrading your space or adding a vacation home for your favorite memories to be made.

π‘πžπšππ² 𝐭𝐨 𝐞𝐱𝐩π₯𝐨𝐫𝐞 π°π‘πšπ­β€™π¬ 𝐧𝐞𝐱𝐭? Let’s connect

Ever wonder who is announcing earnings today?  I've found this site to be a useful resource:
06/16/2026

Ever wonder who is announcing earnings today? I've found this site to be a useful resource:

Find earnings, economic, stock splits and IPO calendars to track upcoming financial events from Yahoo Finance.

The One Big Beautiful Bill Act (OBBBA) is creating significant tax opportunities for businesses. With 100% bonus depreci...
06/15/2026

The One Big Beautiful Bill Act (OBBBA) is creating significant tax opportunities for businesses. With 100% bonus depreciation on new equipment, expanded eligibility for qualified production property investments and enhanced interest deductibility, you could reduce your taxable income. RBC can help you navigate these new incentives and optimize your investment strategy. Don't miss out on this window of opportunity.

The first step to getting ahead is getting a clear view of your retirement assets and refining your plan. Bringing all y...
06/13/2026

The first step to getting ahead is getting a clear view of your retirement assets and refining your plan. Bringing all your accounts together in one place can help you build a real strategy for growth, while making it easy to track as your career and goals evolve. Reach out to start the journey.

Will Social Security still pay you when it is depleted in 2032? Here's a fantastic article explaining many aspects of so...
06/11/2026

Will Social Security still pay you when it is depleted in 2032? Here's a fantastic article explaining many aspects of social security and how it affects you.

Will Social Security benefits be available when you reach retirement age? Or will the system run out of money when you're in the middle of retirement β€” and need it more than ever?

Don't make these mistakes...
06/10/2026

Don't make these mistakes...

The cost of TV and cell phone services often adds up to hundreds monthly and thousands annually, leaving retirees living on a fixed income with deep regrets.

Still logging into multiple financial sites just to see where you stand? That can change. RBC Total Wealth lets you secu...
06/09/2026

Still logging into multiple financial sites just to see where you stand?

That can change. RBC Total Wealth lets you securely connect to thousands of financial institutions, including your external 401(k), checking and credit card accounts, so everything is in one convenient place.

Reach out today to start the discussion. I’d love to show you how this view can change your planning.

Crafting a family mission statement can be a fun and enlightening activity that allows all the voices in the family to b...
06/08/2026

Crafting a family mission statement can be a fun and enlightening activity that allows all the voices in the family to be heard. It also requires everyone to listen, share and learn.

I can help you get the conversation started.

Today we celebrate strength, courage and the incredible resilience of cancer survivors.Ringing the bell is more than a t...
06/07/2026

Today we celebrate strength, courage and the incredible resilience of cancer survivors.

Ringing the bell is more than a tradition. It's a declaration of hope, a symbol of victory and a testament to the power of perseverance.

To every survivor, your journey inspires and reminds us of what true strength looks like. We honor you.

Imagine seeing all the financial pieces of your life in one place. With your accounts together, you can get a clearer pi...
06/06/2026

Imagine seeing all the financial pieces of your life in one place. With your accounts together, you can get a clearer picture of your assets and easily track your investments. DM me to learn more.

Address

1906 Towne Centre Boulevard Suite 375
Annapolis, MD
21401

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