Tahira Neal
,

Vice President, Senior Financial Advisor

1020 Marsh St
San Luis Obispo, CA 93401
657.394.9813
Learn more about an advisor's background on
Whatever your personal and overall goals may be, I will work with you to develop a customized financial strategy designed to bring clarity to your financial situation and help pursue what’s most important to you.
Profile

Tahira has been in the financial industry focusing on comprehensive wealth management for over 20 years and with Merrill Lynch Wealth Management since 2006.   She has most recently acquired her Certified Private Wealth Advisor® designation from the Investments and Wealth Institute as well as the Certified Investment Management Analyst® designation from the Investments & Wealth Institute and taught in conjunction with The University of Pennsylvania's Wharton School of Business.

She and her team incorporate integrity, advocacy and process to help clients address the complex challenges of enhancing, preserving, and managing their wealth.  By utilizing the resources and intellectual capital of Merrill along with the banking capabilities of Bank of America, they are able to deliver a complete wealth management service to their clients and provide customized strategies to help affluent families, business owners and foundations solve and make informed decisions about their wealth today and tomorrow.

The heart of her business is focusing on long-term relationships that extend across multiple generations and that are cultivated through trust and communication.  She serves only a limited number of clients in order to provide each relationship with the highest level of service and care, delivering a personalized, consistent experience.  This experience is evident from her fifteen years of experience in hospitality at the Ritz Carlton Hotel.

In her spare time, Tahira volunteers with the Orangewood Foundation's 44 Women Auxiliary and enjoys hiking and yoga.  She is an avid sports fan and has a passion for the performing arts, wine and travel.  She has two grown sons and two granddaughters Everley and Novalie.

 
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

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.

About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Tahira Neal is registered to do business in CA, CO, CT, GA, ID, IL, KY, MA, MN, MO, NC, NJ, NM, OR, PA, TN, TX, UT, WA.