(561) 389-1227
The Company
CEO Financial ServicesTM was founded in 2007 with the core principle that strong financials are the foundation for business success and individual well-being. We offer a comprehensive suite of services designed to equip businesses with the tools and strategies needed to optimize cash flow, manage risk, and achieve long-term financial objectives. Our services also extend to individuals, ensuring financial security and alignment with personal and business goals.
The Team
As a family business, we are dedicated to empowering our clients to make intelligent choices with their money, enabling each to fulfill their aspirations and experience genuine happiness and security in their lives.
Our Customers
From launching a new venture to navigating growth phases, CEO Financial ServicesTM partners with businesses and individuals to craft personalized financial strategies. Whether you’re a recent graduate seeking guidance for your first business, a family planning for a child’s college education, or a seasoned entrepreneur looking to optimize cash flow, we help you achieve your financial goals.
Our Financial Advising Team
As President and Founder of CEO Financial Services™ and a member of the Forbes Business Council, Carol O’Neil brings more than 25 years of top-tier Wall Street experience directly to small and mid-sized businesses and nonprofit organizations. Having managed complex financial operations at institutions like JP Morgan Chase and Deutsche Bank, Carol translates high-level financial strategy into practical, growth-driving solutions tailored to mission-driven and entrepreneurial leaders.
Since founding CEO Financial Services™ in 2007, Carol has served as a trusted fractional CFO and advisor for organizations facing critical turning points—whether preparing for rapid expansion, restructuring ownership, optimizing cash flow, or navigating complex operational and tax landscapes. Known for going the extra mile, no challenge is too large or small for her to tackle. She takes the time to demystify complex financial concepts, ensuring every stakeholder and team member is fully aligned and moving forward with confidence. Clients gain the strategic firepower of a seasoned Wall Street executive combined with the hands-on, personalized partnership essential to long-term success.
Carol holds dual degrees in Economics and Communications from Allegheny College and is an Enrolled Agent (EA), federally authorized to represent taxpayers before the IRS. She is also completing advanced coursework toward the Advanced Accredited Tax Professional in Representation (AATPR) credential, further expanding her expertise in IRS representation and tax resolution.
Jim O’Neil
Financial Advisor
Jim O’Neil has over 20 years experience from a diverse industry background including manufacturing, banking, finance, credit analysis, advertising, insurance, and pharmaceuticals. This broad range of industry experience gives him unique insight into how the domestic and global markets affect the economy and more importantly, your portfolio. His broad, firsthand experience better enables him to educate and assist individuals on the appropriateness of financial diversification when developing financial strategies.
Jim holds degrees in Mathematics and Economics from Allegheny College in Pennsylvania. He holds a Certified Retirement Planning Consultant (CRPC) professional designation, and is pursuing designations of Certified Financial Analyst (SFA) and Chartered Market Technician (CMT).
Contact CEO Financial ServicesTM
CEO Financial ServicesTM Office
8461 Lake Worth Rd., STE 433
Lake Worth, Florida 33467
Phone: (561) 389-1227
Have a Financial Planning Question?
Please call (561) 389-1227 or fill out the form below and Carol will contact you.