Broker Check
Kylee A.  O'Neil

Kylee A. O'Neil

Financial Planning and Wealth Strategist

Kylee's ability to resonate with clients' deepest concerns for their financial security with compassion and empathy allows her to develop long-lasting relationships that place the client's best interest at the forefront. Kylee enjoys  working together with a client as they progress toward their financial goals and finds the relief they feel as the pressure is lifted as truly rewarding. This process is one of the many reasons she continues to passionately strive for success each and every day. 

Experience to guide you forward

Kylee will be a relationship manager and lending expert. She holds a Series 7 and 66 securities licenses. Kylee is currently pursuing the Certified Financial Planner™ designation. She has her BSA in accounting from The University of Phoenix. 

                                                                 

Making a difference in the community

Kylee is actively involved within her local community of Delta, OH. She is a committee member for the Delta Park's annual Delta Chicken Festival, raising funds for their local parks.

Outside the office

Kylee is the mother of two children, Beckett (7) and Tess (5). She and her family live in the suburbs of Toledo. When she is not working, she can be found playing Minecraft, watching Frozen 2, or enjoying long bike rides with her children around town.