Peter O’Neill

Private Wealth Advisor

Credentials: Series & 63
Years of Experience: 25

Address: 4 Campus Drive, Parsippany, NJ 07054
Phone: 973-292-5431
Email: poneill@sfr1.com
Website: http://www.tanistry.com
LinkedIn: https://www.linkedin.com/in/peteoneill/

Peter J. O’Neill is a Founder and Managing Director of Tanistry Wealth Management. Peter has over 25 years of experience working with high net-worth individuals and their families. His clients include CEO’s and executives, senior wall street professionals, private business owners, entrepreneurs and physicians.

Peter lives in Randolph, NJ with his wife Janet and his three daughters. He enjoys watching each of his daughters play college sports and more importantly traveling with them.

Education
• Seton Hall University, BS in Accounting

Specialization
• Investment Planning
• Retirement Planning
• Comprehensive Estate Planning
• Risk Management and Insurance Planning
• Income Tax Planning
• Continuity & Inter-generational Planning

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

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