David O’Neill attended University of Pennsylvania – The Wharton School, where he concentrated in Marketing. He was a member of the 1998 Ivy League Championship football team as well as the Pi Kappa Alpha fraternity. After college he joined his family businesses, which include insurance claims investigation as well as owning and managing commercial real estate properties. Dave developed a passion for financial planning through his education, his business background, and from sitting on the client side of the financial planning table during his upbringing. After losing his father as a young adult he embarked on a journey to help other individuals, families, and business owners develop and implement financial plans that will allow them to reach their own financial goals. Even as an advisor Dave still finds himself sitting on the client side of the table and working alongside his clients to ensure their needs and desires are at the forefront of the planning process. Dave joined Equitable in 2016. He has earned his Series 7/SIE Examination as well as his Series 66, and he is currently studying for his ChFC. He believes that advisors must continue the pursuit of knowledge and remain lifelong students to keep on top of the ever-changing financial landscape for the benefit of their clients. Dave currently resides in Sea Girt, New Jersey with his wife, Leah, his two young children, William and Emily, and his beagle, Lizzy. His interests include guitar, piano, the Yankees, and various sports – both as a participant and now a coach, and he is a supporter of the Shriners Hospitals for Children.
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