Neal brings 20 years of experience to his role as Senior Vice President, Director of Business Management at PB FAM Private Wealth Powered by LPL Financial. Neal served in the United States Air Force prior to joining the financial services industry. He has held a variety of roles at Wachovia, SunTrust Bank, and Fifth Third Bank that have provided him with valuable knowledge to support our clients in their financial journeys. He is enthusiastic about helping people better understand their finances and work towards their goals.
Neal holds insurance and Series 65 licenses with LPL Financial. He received his Bachelor of Arts in History from the College of Charleston and received his MBA from the Citadel Graduate College. He also holds the Certified Financial Planner (CFP®) designation.
Originally from Wilmington, NC, Neal currently resides in Sandy Springs, GA with his wife, Meredith, and their two children. When not in the office, he enjoys cycling and serves as a council member with Scouts of America and Atlanta Estate Planning Council.