Wesley O'Neil

Wesley ONeil is a Portfolio Administrator at Mayfield Financial Services, where he assists with strategic investment decisions and contributes to the companys technological framework. A graduate of Cleveland State University, he holds Series 7 and 65 licenses, applying his knowledge to maintain and execute strategies for model portfolios.

Originally from Painesville, Ohio, Wesley now resides in Downtown Cleveland. He enjoys staying active through weightlifting, attending concerts, and playing board games. He also values spending quality time with his close friends and family.

He is actively pursuing three additional professional credentials: the Series 63, Series 24, and the AIF designation.