Jim O’Neil Named to National Estate Planning Board

Appleton Partners is proud to announce that James M. O’Neil, Jr., Esq., AEP®, SVP and Managing Director of Private Client Services, has been named to the Board of Directors of the National Association of Estate Planners & Councils (NAEPC).  This prestigious organization serves roughly 30,000 members nationwide and is comprised of 270 estate planning councils.  Congratulations Jim!


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