Nina O’Neal is a Partner and Investment Advisor with Archer Investment Management. A graduate of the University of North Carolina at Chapel Hill, she began her career in the financial industry in New York, NY in 2004. After time on Wall Street, Nina moved back to NC in 2006 to become a financial advisor with Merrill Lynch. In 2009, she became co-owner of Archer Investment Management to fulfill her desire to provide unbiased advice and unparalleled client service. She focuses on bringing her experience with large pensions, endowments, and corporations both to individuals and to businesses. The firm prioritizes financial planning and believes that is the cornerstone of financial well-being.
Nina has been featured in multiple industry publications as a sought out national thought leader and commentator on industry topics and trends. She was named one of the InvestmentNews 40 Under 40 Financial Professionals and serves as a participant for InvestmentNews & Fidelity’s Think Tank, “Future of the Financial Services Industry.” Nina is a writer and contributor to Financial Planning magazine. She can also be found on Seasons 4 & 5 of “Practice Makeover,” a video series for advisors with InvestmentNews. Nina has been sought out as a panelist and participant by multiple think tank meetings and conferences in the industry. She has been featured as a commentator in US News & World Report, The Washington Post, OnWallStreet, Bank Investment Consultant, Investor’s Business Daily, Investment News, and The Street.
Securities and Advisory Services offered through Triad Advisors Member FINRA/SIP