Neil is a Wealth Management Advisor and a CERTIFIED FINANCIAL PLANNER professional who also holds the CERTIFIED PLAN FIDUCIARY ADVISOR designation with the Wyandotte Group. Neil works with families and small business owners by proactively developing their financial needs and goals and creating financial strategies to help achieve them. Neil brings a unique perspective to the group as a U.S. Army Veteran and as a small business owner having been a practicing attorney for over 20 years before joining Merrill. Neil is a graduate of Michigan State University and the University of Detroit School of Law.
Neil has been named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as a member of the Wyandotte team. Published on January 9, 2024. Rankings based on data as of March 31 2023.*
2024 Forbes "Best-in-State Wealth Management Teams " list. Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
