David O’Neill, JD, CWM®

Wealth Manager

Dave began professional life as an attorney for corporate clients, and he now draws on well-honed problem-solving skills to help Heritage Financial’s clients achieve their financial and life goals. Indeed, as an attorney and a wealth manager, Dave has enjoyed careers that have allowed him to bring peace to people’s lives through creative problem-solving.

Dave has long enjoyed diverse interests. He programmed computers in the 1970s, started an internet company in 1998, earned a B.S in electrical engineering from the Rochester Institute of Technology, and received a J.D. from Georgetown University Law Center. As a wealth manager, he applies the skills it took to succeed at these pursuits—diligence, analysis, and a big-picture view—to provide comprehensive financial planning that helps our clients understand and reach their goals. He truly feels at his best when he can lift people up and encourage them to make wise decisions about their future.

Dave and his family live in Falls Church, Virginia, where he enjoys skiing, camping, hiking, cycling, meditation, and reading. His favorite books include Ed Diener’s Happiness: Unlocking the Mysteries of Psychological Wealth and Jonathan Haidt’s The Happiness Hypothesis.

Education and Designations

  • B.S., Electrical Engineering,
    Rochester Institute of Technology

  • J.D., Georgetown University Law Center

  • Chartered Wealth Manager®,
    Global Academy of Finance and Management

Memberships and Community Involvement

  • Associate Member, Virginia Bar Association

  • President, St. Paul’s Lutheran Church in Falls Church