Broker Check

8461 Lake Worth Road Suite 163
Lake Worth , FL 33467
(561) 389-1227


Each member of the CEO Financial Services team is dedicated to helping you make smart choices about your money for the reasons that are important to you.


Carol O'Neil has more than 25 years' experience in financial services and banking with national and international industry leaders. She uses her experiences to educate and assist individuals in navigating a plan for financial success.

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Jim O'Neil has over 20 years experience from diverse set of industries, including manufacturing, banking, finance, insurance, and pharmaceuticals. This range of industry experience gives him broad insight into the economy and investments.

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