Wealth Manager, RJFS
Neil provides objective and sound guidance for clients in a variety of financial disciplines, including retirement planning, portfolio management, wealth management and wealth transfer. He has expertise in developing personalized financial plans, built with risk management and tax efficiency in mind. Neil finds great fulfillment in educating his clients in their wealth management options and helping them to refine their individual financial objectives.
Before joining our team, Neil was a wealth management advisor at TIAA-CREF Individual Advisory Services, where he was responsible for delivering complex financial plans for high-net-worth individuals. Prior to that, he was account vice president and a team partner at UBS Financial Services, where he managed $250 million in assets. He earned his bachelor’s degree in finance from Duquesne University.
Neil enjoys giving back to his community as a member of the board of directors of the Mon Valley YMCA, and is an active fundraiser and contributor for the Make-A-Wish Foundation, through its annual golf tournament.
When he’s not in the office, Neil enjoys spending time and traveling with his family. His hobbies include exercising and weightlifting, golfing, fine dining and wine collecting. He’s also an avid football and basketball fan. Originally from Donora, Pennsylvania, Neil lives in Charleroi with his wife, Marijo, and their children, Marco and Remi.