Protective planning through comprehensive service and solutions
With over 15 years of experience in the financial industry, Neil is a seasoned professional in the annuity domain. His areas of expertise encompass Advanced Case Design, Advanced Markets, Competitive Intelligence and the art of delivering impactful presentations. Neil's knowledge and skills have been honed through years of experience, making him a reliable specialist in the annuity space.
Full-service support with deep industry expertise
Prior to Joining Raymond James, Neil's journey in the financial sector led him through several pivotal roles at Jackson National. He served as the director of channel strategy and the director of variable and advisory solutions, where his innovative vision and leadership contributed to the enhancement and growth of annuity products.
Neil holds a Bachelor of Science degree in Finance from Grand Valley State University, is a Certified Funds Specialist® and serves as a registered CE instructor. He also holds Series 6 and 63 certifications, life and health insurance licenses.
Outside the office, Neil enjoys an active lifestyle, which includes a passion for golfing, kite surfing, traveling and spending quality time with his loved ones. He resides in Dunedin, Florida, with his wife, Mandi, and three children, Paisley, Emerson and Bodie.