TO HELP MEET YOUR SPECIFIC NEEDS

Tom has been helping investors meet their unique needs for more than 40 years. He is a Managing Director for O’Neill Wealth Management at Steward Partners. Previously a sole practitioner, Tom formed O’Neill Wealth Management with his two children, Jessica DeLuca, CFP^® and Tom O'Neill, Jr. 

O’Neill Wealth Management focuses on wealth planning and investment management for high net worth individuals, families, and business owners. Their objective is to help clients build their net worth by providing honest and professional advice with continuous monitoring of client accounts and financial plans. 

Tom was born and raised in Reading, PA. He was a three-sport standout at Holy Name High School. He was inducted into the Berks Catholic Athletic Hall of Fame in 2016. While attending Susquehanna University, Tom continued his athletic career as quarterback and captain of the football team as he pursued his degree in Business Administration/Economics. He was also President of his fraternity Lambda Chi Alpha.

His wife, Lisa, is the founding president of Spirit of the Holidays, Inc. – a non-profit organization committed to helping families afflicted with the HIV/AIDS virus. Lisa was a three-sport athlete at Cherokee High School. She went on to captain the field hockey team at the University of North Carolina, Chapel Hill. Their daughter Sarah graduated with honors from Lehigh University, and currently lives and works in South Jersey. Jessica and Tom Jr. currently live in South Jersey.

While living in Shamong, NJ for the last 37 years, Tom has served on the Indian Mills School Board and is a founding trustee of the Shamong Educational Foundation. Tom was also the founding president and trustee of the Seneca Boys Youth Lacrosse Program.

Jessica O’Neill DeLuca, CFP^®, is a Senior Vice President for O’Neill Wealth Management at Steward Partners. She works with her father, Tom O’Neill Sr. and brother, Tom O'Neill, Jr.

O’Neill Wealth Management focuses on wealth planning and investment management for high net worth individuals, families, and business owners. Their objective is to help clients build their net worth by providing honest and professional advice with regular monitoring of client accounts and financial plans.

Jessica is a CERTIFIED FINANCIAL PLANNER® practitioner, helping clients achieve their financial goals and navigate the path to retirement, by helping clients create detailed analyses and tailored strategies for each client’s unique needs and goals.

Jessica was born and raised in Shamong, NJ. She received her Bachelor of Arts from THE Ohio State University with majors in vocal music and journalism. Jessica resides back in her hometown with her husband, Dillon, their two children, Ellie and Jack, and their dog Brody.


^{Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.}

Tom O’Neill Jr. is a Senior Vice President for O’Neill Wealth Management at Steward Partners. He works with his family, Tom O’Neill Sr. and Jessica DeLuca.

O’Neill Wealth Management focuses on wealth planning and investment management for high-net-worth individuals, families, and business owners. Their objective is to help clients build upon their net worth by providing honest and professional advice with regular monitoring of client accounts and financial plans.

Tom was born and raised in Shamong, NJ. He received his Bachelor of Science from The Smeal College of Business at Penn State University with a major in Management Information Systems. Tom played defensive midfield for the men’s lacrosse team where he was a captain his senior year. Tom currently lives in South Jersey with his wife, Dani, daughter, Natalie, and son, Tommy.

Tom previously coached many summers for Southshore Lacrosse, helping develop high school players to reach the collegiate level.

Tom stays involved with Penn State Lacrosse where serves as a mentor for players through the Teammates for Life program.

Danielle Takacs is a Senior Client Administrative Manager of O’Neill Wealth Management at Steward Partners.

Danielle has more than 25 years of experience in the financial services industry. She is responsible for daily administrative functions that directly enhance our clients' investment experience. Danielle has a tremendous work ethic and takes pride in providing personalized service. She sincerely wants our clients' experience to be exceptional.

Danielle holds Series 7 and 63 licenses and is a graduate of Seton Hall University, from which she holds a Bachelor of Arts in Criminal Justice. She began her financial services career at Datek Online and over the years, she has had the opportunity to work for several financial organizations, including Prudential Securities, Wachovia Securities (now Wells Fargo Advisors), UBS Financial Services and Morgan Stanley.

Originally from Carteret, New Jersey, Danielle now lives in Southampton with her husband, Jeff, and their daughter Victoria. When not in the office, Danielle enjoys spending quality time with family and friends. She is also an active member of St. Mary of the Lakes Church in Medford.