James M. O’Neil Jr., Esq., AEP®

Role at Appleton
Jim is Managing Director of Appleton’s Private Client Services, and provides wealth planning strategies for individuals, trusts and institutions. His expertise includes guiding clients and their families through estate planning, investment, tax and gifting strategies. Jim is also a member of the Investment and Risk Committees.

Professional Experience
Prior to joining Appleton Partners, Jim was President & CEO of Cambridge Appleton Trust, N.A. Previously, he held the positions of Senior Vice President and Chief Fiduciary Officer at Eastern Investment Advisors. He is the Past President of the Boston Estate Planning Council and the former Chair of the Massachusetts Bankers Trust Executive Committee. He served as a Board Member of the Caritas Carney Hospital Foundation as well as the Board of the New England Chapter of the Family Firm Institute. Jim earned a Certificate in Financial Planning from the Boston University Center for Professional Education.

Education
J.D., University of Maine School of Law

B.A., Boston University

Personal Notes
Jim resides in Milton, MA with his wife and three children. He enjoys hiking, skiing and spending time with his family.