Skip to main content

Our financial advice team


Maureen O'Neal, Private Wealth Advisor serving the Shreveport, LA area - Ameriprise Advisors

Maureen O'Neal

MBA, CFP®, CRPC, CLTC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Cardinaux Wealth Advisors
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 3 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science in Finance, Louisiana State University, 2010
  • Master of Business Administration - Finance, Louisiana State University, 2012

Awards & recognition

  • Cardinaux Wealth Advisors, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023
  • Investment News 40 under 40, 2022
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2022, 2023
  • Cardinaux Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Forbes Best-in-State Women Wealth Advisors, 2023, 2024

Community participation

Interests

  • As a wife and mom, I enjoy spending time with my family. My husband, Kelly, and I have twin boys, Kade and Konnor, who are high school seniors. They are twins for sure but could not be any different.
  • I love to learn new things, and I ask a lot of questions. Tell me about the last, new thing you learned or the book you’re reading, and we’ll be here all day. Curiosity is good for the soul.
  • Among the many other hats I wear, I’m a wife, mom (specifically, a baseball mom,) friend, baker, reader, and learner. I love adding to that list.
  • I am involved with several non-profit and civic organizations throughout the Shreveport community.