Neil has more than 30 years of experience in the financial services business. He started his Wall Street career at Ladenburg Thalmann in 1989, followed by positions at Blackford Securities, A.G. Edwards, Raymond James and Ameriprise Financial.
Neil’s investment process begins with a thorough understanding of each client’s individual situation. He looks at a client’s need for growth and income, risk tolerance, and their tax situation. One of his greatest strengths is his ability to determine the appropriate asset allocation - the mix of stocks and bonds in the portfolio.
Neil and his wife, Claudia, have three children and live in Huntington, NY. In his free time, Neil enjoys travel, golf, music, and art.
Education:
B.S., Economics, Stony Brook University
Registrations held with LPL Financial:
Series 7
Series 63
Series 24
Insurance Licenses:
Life, Accident, and Health
Areas of focus:
Investments
Family Finances
Wealth Preservation Strategies
Investment Management
Retirement Income Strategies
Business Retirement Plans
Insurance