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Neil McPeak
Managing Director-Investments @ Wells Fargo Advisors
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Neil McPeak

Managing Director-Investments @ Wells Fargo Advisors
With a bachelor’s degree in accounting from Drexel University, Neil McPeak leverages more than 40 years of experience in the financial services industry to help individuals and businesses develop strategies to manage, preserve, and transition their wealth. A managing director of investments with Wells Fargo Advisors in Linwood, New Jersey, he manages a team of 10 in implementing custom investment strategies and portfolio management services. Currently, he and his team manage more than $900 million in client assets. Neil McPeak joined Wells Fargo Advisors in 2002. Previously, Mr. McPeak spent two decades as senior Vice President of Investments with Prudential Financial, a Wells Fargo Advisors predecessor. He also served as a member of the Prudential Corporate Advisor Council. In recognition of his outstanding achievements, he has been included in Barron's prestigious ranking of America's Top 1,200 Financial Advisors every year since 2011. In 2018, he was recognized as one of Forbes Best-In-State Wealth Advisors.
Wells Fargo Advisors
Linwood, NJ, USA

職場能力評價

專業背景

  • 目前狀態
  • 專業
  • 產業
  • 工作年資
  • 管理經歷
  • 最高學歷

求職偏好

  • 預期工作模式
  • 希望獲得的職位
  • 期望的工作地點
  • 接案服務

工作經驗

Managing Director-Investments

1981年1月 - 現在

學歷

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