In 2011, Neil joined Robert W. Baird & Co. as a Managing Director in the Private Wealth Management office in Dallas. Over his 30 years of financial services experience, Neil has sought to provide the best financial solutions to his clients based on their long-term goals and tolerance for risk. He has developed a focus on assisting families with the challenges and difficulties of Multigenerational Family Life Event Planning. I often tell my clients, “I want to be the last financial advisor they hire.”
Background
Neil’s diverse career in the financial services industry started in 1992 when he worked for Chase Bank during college. Prior to graduation, he completed an internship with Fidelity Investments. He later became a Special Agent with The Northwestern Mutual Life Insurance Company. Neil spent 14 years with Morgan Stanley in various roles as a Financial Advisor and Complex Sales Manager.
Education/Licensing
Neil earned his bachelor’s degree in Business Administration majoring in Finance from the University of North Texas at Denton. He earned a certificate in financial planning from the Boston University Center for Professional Education and obtained the CERTIFIED FINANCIAL PLANNERTM certification in 2012.
Personal
During his free time, Neil enjoys traveling, spending time outdoors, and is an avid hunter. His most enjoyable job is as a godfather to 3 great kids: Stefan, Tate, and Kenzie.