Series 6 & 7 Securities Registrations,1 Series 63 & 65 Advisory Registrations†
Neal has had a lengthy career in the financial services industry, with experience in both client-facing roles and as an operations controller and financial analyst. He works closely with local attorneys and accountants to support the financial and estate planning services they provide to their clients. Having been widowed in 1998, Neal is able to use his personal experience to support his clients as they experience their own life changing scenarios. Neal lives in Montgomery County, MD with his son and fiancée.
- BS, James Madison University
- MBA, Loyola College
- Five Star Wealth Manager (2014-2019)*
The Seagle Financial Advisory Team is located in our Fulton, MD office.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial. * Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.