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Neil Mcpeak
Neil Mcpeak
President, Founding Partner
Linwood, New Jersey, United States
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.
Neil Mcpeak
Work Experience
President, Founding Partner at
McPeak Wealth Management LLC
May 2024 - Present
Managing Director - Investments at
Wells Fargo Advisors
January 2002 - May 2024
Senior Vice President of Investments at
Prudential Financial, Inc.
January 1981 - January 2002
Neil Mcpeak
Education
January 1975 - January 1979
Frequently Asked Questions about Neil Mcpeak
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
***********@wellsfargoadvisors.com