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Definition of Reputation Credits
Neil McPeak
Accomplished Financial Advisor
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.
Linwood, NJ, US
Work Experience
Jan 1981 - Present
Managing Director-Investments
Wells Fargo Advisors
Education
BA
Drexel University
Accounting
Neil McPeak
Accomplished Financial Advisor
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.
Linwood, NJ, US