Cfp® Brandon O'Neill

Charitable Planning Consultant helping advisors incorporate philanthropy into their clients’ financial plans to amplify their charitable impact.

Brandon O'Neill, CFP®, CAP®, is deeply passionate about integrating charitable giving into financial planning processes for a wider audience. In his role as a Charitable Planning Consultant at Fidelity Charitable, he collaborates with advisors across Texas, Arkansas, Louisiana, and Oklahoma to incorporate charitable giving strategies into clients' financial and wealth management plans. With a focus on donor-advised funds and other charitable vehicles, Brandon aims to enhance clients' philanthropic impact and engagement. Fidelity Charitable, the leading sponsor of donor-advised funds in the U.S., has empowered over 200,000 donors since 1991, channeling $35 billion to 278,000 nonprofit organizations nationwide.

Brandon holds a Bachelor of Applied Science (B.A.Sc.) in Entrepreneurship/Entrepreneurial Studies from Texas Christian University and has completed a Certificate Program in Financial Planning from Southern Methodist University. With a rich professional background that includes roles such as Vice President and Charitable Planning Consultant at Fidelity Charitable, Regional Investment Consultant at Fidelity Investments, Financial Advisor at Morgan Stanley Smith Barney, and Reinsurance Broker at EWI Risk Services, Brandon brings a diverse skill set and expertise to his charitable endeavors. His dedication to promoting charitable planning as a pivotal aspect of financial advisory practices underscores his commitment to facilitating impactful giving within the community.

Contact Brandon O'Neill to explore how Fidelity Charitable can support your firm in delivering charitable solutions to clients, helping you stand out in the financial advisory landscape.