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Neil Mcpeak

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Neil Mcpeak

President, Founding Partner

Linwood, New Jersey, United States

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Neil Mcpeak

Summary

Neil Mcpeak is a seasoned financial professional with over four decades of experience in investment management and advisory services. Currently serving as the Managing Director of Investments at Wells Fargo Advisors, he leads a team that manages over $1.8 billion in assets. Neil holds multiple financial licenses, including Series 7, 63, and 65, along with Life and Health Insurance certifications. His career highlights include being recognized as one of the top wealth advisors by both Barron's and Forbes. Neil's expertise lies in crafting customized wealth management strategies and investment planning for high-net-worth clients. He is a graduate of Drexel University, where he earned a degree in Accounting. Neil's leadership style emphasizes collaboration and innovation, ensuring his team delivers exceptional service to clients. He is passionate about mentoring young professionals in the finance industry and is committed to ongoing personal and professional development. Outside of work, Neil enjoys exploring new investment trends and contributing to community financial literacy initiatives.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Neil Mcpeak

Work Experience

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President, Founding Partner at

McPeak Wealth Management LLC

May 2024 - Present

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Managing Director - Investments at

Wells Fargo Advisors

January 2002 - May 2024

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Senior Vice President of Investments at

Prudential Financial, Inc.

January 1981 - January 2002

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Neil Mcpeak

Education

Drexel University, Bs

January 1975 - January 1979

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What is Neil Mcpeak email address?

Neil Mcpeak's primary email address is ***********@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where Neil Mcpeak graduated from?

Neil Mcpeak holds a degree in Accounting from Drexel University.

How can I directly contact Neil Mcpeak?

To contact Neil Mcpeak directly, you can use the email address ***********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Neil Mcpeak?

Neil Mcpeak is a seasoned financial professional with over four decades of experience in investment management and advisory services. Currently serving as the Managing Director of Investments at Wells Fargo Advisors, he leads a team that manages over $1.8 billion in assets. Neil holds multiple financial licenses, including Series 7, 63, and 65, along with Life and Health Insurance certifications. His career highlights include being recognized as one of the top wealth advisors by both Barron's and Forbes. Neil's expertise lies in crafting customized wealth management strategies and investment planning for high-net-worth clients. He is a graduate of Drexel University, where he earned a degree in Accounting. Neil's leadership style emphasizes collaboration and innovation, ensuring his team delivers exceptional service to clients. He is passionate about mentoring young professionals in the finance industry and is committed to ongoing personal and professional development. Outside of work, Neil enjoys exploring new investment trends and contributing to community financial literacy initiatives.

Neil`s contact details

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***********@wellsfargoadvisors.com

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