William “Bill” O’Neill

Communications Director

ext. 137 | wjo@assetstrategy.com 

William “Bill” O’Neill is a graduate of Merrimack College and with a BS in Finance. Bill’s role with Asset Strategy is Communications Manager, which draws from his 25 years of experience as a serial entrepreneur. He was previously a partner/founder in an executive search firm, was a purpose built construction manager, and helped develop a corporate marketing and communications firm.  

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Advisory services offered through Asset Strategy Advisors, LLC. (ASA), Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC, Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

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