Rick Neal
,

Senior Vice President, Senior Financial Advisor

205 South Salina Street
Syracuse, NY 13202
315.424.1628
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Since joining Merrill Lynch Wealth Management in 1978, Rick has been providing wealth management & investment advice and guidance to individuals and their families. This is in addition to delivering consulting, advisory, & investment management services to nonprofit organizations & institutional clients. He has in depth knowledge of a variety of asset classes, including stocks, bonds, mutual funds, and alternative investments.

Rick holds the Chartered Retirement Planning CounselorSM (CRPC®) designation as well as the Certified Plan Fiduciary Advisor(CPFA) designation. He is also a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

A graduate of LeMoyne College in Syracuse, NY, Rick holds a Bachelor’s degree in Industrial Relations, as well as a Master’s degree in Public Administration from the State University of New York at Albany. He is dedicated to his local community and has served on a number of advisory boards including those of the McMahon/Ryan Child Advocacy Center, FM Education Foundation, Cystic Fibrosis Foundation, & Syracuse Symphony. He resides in Fayetteville, NY with his wife Donna. They enjoy golf, skiing, & visiting their adult sons and grandchildren.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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 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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Richard Neal is registered to do business in CA, CO, CT, FL, GA, IN, KY, MA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA.