Private Advisor, Managing Director
Neil joined Rockefeller Capital Management in 2021. With more than 15 years of industry experience Neil has held roles at Stephens Private Client Group, Mass Mutual and Merrill Lynch, and Pierce, Fenner & Smith Inc. Throughout his career, Neil has focused on guiding clients through market opportunities, meeting client-tailored financial objectives, and navigating complex generational wealth scenarios.
Neil received a Bachelor of Business Administration in Finance from the University of West Georgia. He is also a Certified Financial PlannerTM (CFP®). The certification from the CFP® board includes insurance planning and risk management, employee benefits planning, investment planning, retirement planning, and estate planning. Additionally, he furthered his education by attending Stephens University, an advanced wealth management program offered through Wake Forest University.
Neil lives with his wife and their two children in Cumming, Georgia. He also enjoys hunting, golfing, and running.