Associate Wealth Advisor
Neil an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, he worked as a Marketing and Branding Consultant at Teles Properties, a real estate firm based in Southern California. Previously, he gained significant experience in sales, marketing and production at Alderbrook Winery, in Sonoma County, California. Neil earned his MBA degree, with a finance specialization, from Pepperdine University. Prior to receiving his MBA, he graduated from Sonoma State University with dual majors – Marketing and Wine Business Management. Neil has a diverse background having worked within database management, marketing consultation, website and graphic production. Neil loves the outdoors, and frequently rides his motorcycle around Orange County, California.