Candice Neal
I believe financial confidence starts with understanding. For more than 20 years, I've helped individuals and families make informed decisions through education, personalized planning, and advice they can trust.
My commitment is to understand what matters most to you, create a strategy aligned with your goals, and deliver personalized guidance tailored to your unique needs. Whether you're building wealth, preparing for retirement, or creating a legacy, I'll be there through every stage of the journey.
Financial services has given me the opportunity to build meaningful relationships and help clients through many of life's milestones. For more than 20 years, I've worked with individuals and families as they navigate career changes, retirement, family transitions, and long-term financial goals.
I hold the Accredited Asset Management Specialist™ (AAMS™) and Chartered Retirement Planning Counselor™ (CRPC™) designations and earned a Bachelor of Science in Finance from Southern Illinois University Carbondale.
Born and raised in Chicago, I enjoy hiking, cycling, and exploring the outdoors. I also believe strongly in giving back and am proud to volunteer as a mentor with Women's Exchange Chicago.
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.
