Joining PCG in 2005 as a Financial Advisor, Neil’s responsibilities soon expanded to support the team with the Wealth Management Software, compliance and supervisory responsibility. Currently, Neil is an Investment Advisor Representative with PCG.
Neil began his post graduate career as Regional Accountant for Sunrise Healthcare, a nursing care facility. In 1999, he started his financial planning career at Waddell & Reed as an advisor. In 2003, he moved to an independent advisory firm Capital Financial Planning, LLC.
Neil’s primary focus is on wealth management and retirement planning.
Education and Affiliations:
- A.S. in Accounting from Manchester Community College
- B.S. in Finance from Central Connecticut State University
- CERTIFIED FINANCIAL PLANNER™ since 2013
- CMFC – Chartered Mutual Fund Counselor since 2000
- Series 65