David O'Neill at Prudential

David O'Neill at Prudential As a Financial Advisor, I help people plan for financial well-being.

As a financial planner dedicated to helping high-achieving professionals and executives secure their financial future, I specialize in working with individuals who are on the path to financial success but may feel overwhelmed or uncertain about how to make the most of their wealth. Whether you're a HENRY (High Earner, Not Rich Yet) or a senior executive, I’m here to provide clarity, strategy, and

professional guidance. With years of experience, I help clients optimize their financial decisions, build wealth, and preserve their assets, all while ensuring they align with both personal and professional goals. From managing stock options and retirement planning to tax optimization and legacy planning, I take a holistic approach to ensure that every aspect of your financial picture works seamlessly together. My mission is simple: to empower you to confidently navigate your financial journey and provide the peace of mind that comes with knowing you have a valued advisor by your side. Let’s work together to create a personalized financial strategy that helps you reach your aspirations and pursue long-term financial freedom.

Address

2329 NJ-34, Suite 202
Manasquan, NJ
08736

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AGE - 138756 (8/18) (Exp. 8/20)