Community Bank, N.A. has announced that advisor David O’Neil, VP, AIF®, of the bank’s Boonville office, has been recognized by Bank Investment Consultant (BIC) as one of its annual 100 Top Bank Advisors.
David O’Neil Community Bank, N.A.
O’Neil, an Accredited Investment Fiduciary is an experienced professional who is known to work closely with all his clients. He offers comprehensive financial planning to individuals, small business owners, non-profit organizations as well as corporations.
BIC determines the top 100 ranking using a weighted average from six different categories, including 2014 assets under management (AUM), trailing 12-month production, percentage change in AUM from the previous year, percentage change in trailing-12 production, amount of fee-based business and the ratio of production to AUM.
By analyzing several different metrics in a practice the ranking provides the full picture of a bank advisor’s value.
BIC reported that O’Neil’s philosophy and approach to advising clients is simple: ask a lot of questions, listen to client responses, then make suggestions and/or recommendations based on their specific needs and requirements.
He said he spends a great deal of time focusing on retirement and estate planning, and also maintains close working relationships with attorneys who specialize in estate and elder law.
