Shawn F. O'NeillShawn F. O'NeillManaging DirectorWealth Advisor
About Shawn
Shawn O'Neill is a Managing Director, Wealth Advisor and Portfolio Manager1 with J.P. Morgan Wealth Management.
Shawn has been advising high-net-worth clients for more than 25 years, creating customized investment programs designed to efficiently and thoughtfully grow and preserve wealth. He believes in paying thorough and personalized attention to all areas critical to a family's financial life—both in the present and for future generations. Shawn develops strong working relationships with a client's other important trusted advisers, including accountants, trust and estate attorneys, lenders and personal insurance coverage specialists.
Before joining J.P. Morgan, Shawn spent nearly nine years with RBC Wealth Management and a decade with Alex. Brown & Sons/Deutsche Bank, the nation's first investment bank, renowned for pioneering wealth solutions for affluent individuals. He began his career as an advisor at Lehman Brothers.
Shawn's strengths encompass investment management, portfolio strategies, holistic wealth planning and developing insights into the sophisticated needs of wealthy clients. His tenure at J.P. Morgan affords him deep connections across the firm, and he enjoys networking with like-minded individuals to share innovative ideas.
A graduate of Tufts University, Shawn earned a B.A. in International Relations and is a 20-year member of the Tufts Alumni Admissions Program. He is currently involved in a number of not-for-profit and community organizations, including The Bloedel Reserve, where he is a trustee, and the Bainbridge Island Junior Football Association, a youth tackle-and-flag football league, where he serves as president.
Shawn is married, has four children and in his spare time, enjoys international travel, cooking, playing guitar and coaching tackle football and basketball.
Insights
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now