Business Philosophy:
I am passionate about partnering with members of Equity Wealth Solutions to bring the highest levels of support and gratification to our clients.
Background:
Neal has worked in the financial services industry for nearly a decade. He actively studies the financial markets, operational planning and conducts trend analysis. Neal focuses on personalized asset allocation and multi-generational wealth management, including risk management, legacy planning and tax-efficient investment strategies. Neal’s deep understanding of intermarket analysis and view on macro and microeconomics assists our clients with strategic investing towards their individual goals.
Client satisfaction is paramount within Equity Wealth Solutions, and Neal works to facilitate this for our clients. Partnership is another core tenant of the firm and Neal works in tandem with members of the team, as well as staff to help ensure workflow processes run efficiently for all of Equity Wealth Solutions clients and partners.
Neal holds FINRA Series 7, 66 registrations, Life, health and long-term care insurance licenses and he is licensed and/or registered in serving clients throughout the country.