Neil T. Hartzog

CMFC^®

Phone: 860-561-1162 ext. 1815
Fax: 860-561-1018
E-mail: nhartzog@pcgct.com

Joining Private Capital Group, LLC in 2005 as a Financial Advisor, Neil’s responsibilities soon expanded to support the wealth management planning department, compliance and supervising principal. Currently, Neil is an Investment Advisor Representative with Private Capital Group, LLC and a Registered Representative with NFP Securities, Inc.

Neil began his post graduate career as a Regional Accountant for Sunrise Healthcare, a nursing care facility. In 1999, he joined Waddell & Reed as an advisor, and in 2003, motivated by a desire to work more closely with individual investors, became one of the founding members of Capital Financial Planning.

Neil’s primary focus is on wealth management and retirement planning. He is the primary resource for the wealth management program and involved in compliance.

Neil received his Bachelor’s degree in Finance from Central Connecticut State University in 1995.

Neil, his wife Kelly and their two children, Devin and Julia, live in West Hartford. He enjoys participating in his children’s school and extracurricular activities.