Neal is a Senior Vice President and Wealth Management Advisor. Neal joined Merrill Lynch Wealth Management in 1981 after graduating from the University of Southern California with a degree in Finance. While at Merrill he has continued his educational training attending executive classes at Harvard and the Wharton School of Business.
Neal holds the Chartered Retirement Planning Counselor, CRPC® designation and is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
As a Merrill Lynch Wealth Management Advisor, Neal helps simplify the complexity in clients' financial lives by providing advice based on time-tested investment and planning principals. Partnering with a team of specialists, Neal assists clients in every aspect of their financial lives. Neal is a Pasadena native, currently residing in San Marino with his wife Helene and their 4 children. Neal enjoys time with his family, occasional golf, and running marathons.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
