Michael F. Greco, CLU

Michael Greco has more than thirty years of experience in the fields of financial, retirement and estate planning and is a Partner and CEO of Greco & O'Neal Wealth Strategies. His career has progressed steadily through an array of increasingly responsible positions into senior management with a major insurance company prior to the formation of Greco & O'Neal Wealth Strategies. Mr. Greco has earned a reputation as an expert in the area of qualified retirement plans, 412(e)3 plans, individual annuities and estate planning.

Specializing in the intricacies of retirement plan options, the major thrust of Mr. Greco’s work is to assist individuals and corporations in pension fund accrual while minimizing taxation consequences. Through program modeling strategies, best-choice options are demonstrated relative to state, federal, transfer and estate tax issues.

Mr. Greco’s credentials include his designation as a Chartered Life Underwriter (CLU) as well as Series 7 & 63 licenses, and Life and Health Insurance licenses. As a member of the Association for Advanced Life Underwriting, the Society of Financial Service Professionals, the Financial Planning Association of Long Island (in which he is also a former Board member) and MDRT Top of the Table, Mr. Greco is committed to professional growth and excellence.

A native New Yorker, Mr. Greco received his Bachelor’s degree in Business Administration from Hofstra University. He is actively involved in community work as a participant in the Hofstra University Planned Giving program and as a committee chairperson for a local school. His knowledge base regarding tax and IRS issues pertaining to these options is extensive. He is a regularly requested speaker to industry groups such as AALU, FPA, MDRT, as well as numerous insurance companies, financial institutions and professional organizations across the United States.

James E. Meyer

Jim Meyer has over twenty years of experience in the financial services industry. Most of his expertise is in the marketing and relationship building arena. Jim is also looked to as a leader in the not-for-profit sector because of both his general skills dealing with non profits and fundraising and his specific area of knowledge, Planned Giving.

Jim is the President of the Long Island Affiliate of the Partnership for Philanthropic Planning, The Charitable Estate Planning Council of Long Island (CEPC, LI). He also served for nine years as Vice President of the Long Island Chapter of The Association of Fundraising Professionals (AFP,LI) and continues as a member of the board of directors and is a Past President of the Long Island Chapter of The Financial Planning Association (FPA, LI).

Jim was both a former faculty member and Director of Alumni Relations and Development of Queens College of The City University of New York (CUNY). Jim periodically teaches on the faculty for continuing studies at Hofstra University, Long Island University, C.W. Post Campus and Molloy College. Jim is a regularly requested speaker of the CEPC, LI, the AFP, LI and the FPA, LI and presents many continuing education programs for Certified Public Accountants, Enrolled Agents, Insurance Agents, Certified Financial Planners and Attorneys. Jim also does numerous presentations on Planned Giving to the Boards and/or financial committees of the charities and universities of Long Island as well as national meetings of 501(c)3 organizations.

A native New Yorker, Jim received his bachelor’s degree from The State University of New York, College at Brockport and holds master’s degrees from both Columbia University and Hunter College of CUNY. He is a board member of several 501(c)3 organizations and writes a regular column for The Voice which is the AFP, LI publication.

Amanda W. O’Neal

Amanda O’Neal, Partner and Director of Premium Finance, is a seasoned industry veteran with extensive and wide-ranging experience. Skilled at underwriting and negotiating with insurance carriers and facilitating the complex intricacies of getting policies written, Ms. O’Neal succeeds with such an effortless manner that others might think her job is easy – until they learn just how many client cases she works on concurrently. The life insurance policies Ms. O'Neal is responsible for putting in force means she is in constant contact with representatives from major financial institutions.

Before joining Greco & O'Neal Wealth Strategies, Ms. O'Neal built a thriving career as a financial planner with Ameriprise Financial (formerly American Express Financial Advisors).

Ms. O'Neal was raised in South Carolina. She received her Bachelor of Science degree in chemistry from Wofford College and earned additional graduate credits from Michigan State University.