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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

David O’Neill

Financial peace can be hard to come by. You deserve it, and my job is to help you to get there. 


When you work with me, you can count on 

(1) trustworthy advice — my business is structured so that when you do well, I do well. I hold a series 66 license so I can operate as a fiduciary. In doing so, I’m legally obligated to put your interests ahead of my own. 

(2) transparent fees — I trust my advice will lead to you earning multiples more than my fees, so I don’t try to hide what I charge. 

(3) a personalized plan — through an intentional process, i get to know you and your family so that my advice is personalized to your situation, even as it evolves. 


I do this work because I’ve lived first hand the Ramsey principles since 2013, just before my first daughter was born. I’ve experienced the peace that comes from living debt free and having a plan for my family’s financial life, and I want to help others feel that too.

So, whether you’re (A) getting started and need reassurance you’re taking the right steps, or (B) currently building and want to get organized with a guided plan, or (C) nearing or already retired and feeling uncertain about your plan, you can trust me to help guide you.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About David:

  • MBA with Data Analytics
  • FINRA Series 7 & 66
  • Florida Life Insurance – TERM LIFE ONLY
  • Offices in Tampa, Ocala, St. Pete

Locations Served


  • 727.687.5943

State Licenses


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPCPlease reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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