Neil H. Pettes

CFP®
Principal, Individual Financial Services

A Principal of Individual Financial Services (IFS), Neil brings over 25 years of experience in the financial services industry.  Neil joined IFS in 1994 as the Manager of Technical Research.  Over time, his responsibilities expanded to overseeing all operational and compliance functions for the firm, co-heading the investment and portfolio committee, and developing client relationships.  Today, Neil, in partnership with the founder of the firm, Martin J. Mancuso, focuses on guiding clients in the management of their wealth and working to achieve their unique goals and objectives.

Neil earned his B.A. in Economics from the University of Pittsburgh.  Committed to his profession and ongoing learning and excellence in his field, he earned an Executive Certificate in Financial Planning from Duquesne University along with the Certified Financial Planner™ designation from the Certified Financial Planner Board of Standards.  Additionally, Neil holds FINRA Series 24, 7, and 63 professional licenses along with this Life, Accident & Health insurance license.

Active in his community, Neil currently serves on The Kiski School Board of Visitors, Parent Committee, and Planned Giving Committee.  Additionally, he completed the prestigious Leadership Development Initiative program (LDV V) through Leadership Pittsburgh Inc.

Neil and his wife Cheryl reside in Cranberry Township with their twin boys, Dylan and Ryan, who currently attend The Kiski School.  When not attending his Sons’ cross country meets, swim meets, and lacrosse games, he enjoys traveling, skiing, and mountain biking.

Neil may be reached at neil.pettes@raymondjames.com or by calling 724.935.3770.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.