Neal began his career in the financial services industry in 1975 and focuses on assisting clients in the management of investment portfolios for individual, pension, IRA and trust accounts. He has published numerous articles and has been quoted as a financial resource in several publications, including the “Thoroughbred Times.”
Recognized for his leadership, outstanding sales performance and commitment to client service, Neal has received numerous company and industry honors throughout his career, and has been a qualifying member of the Million Dollar Round Table (MDRT) since 1982. MDRT is an international association of leading financial professionals, recognized as the standard of excellence in the life insurance-based financial services industry.
Neal has been awarded the title of Retirement Planning Specialist* by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning. Neal also appeared as a panelist on a national telecast focusing on the baby boomer generation and how to meet their planning needs. Neal continues his efforts on behalf of Long Island Youth Mentoring and is presently Chairman of the Board.
*The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com