Neal Deaton
Advisor at MBL Advisors
- Role
- Advisor, Managing Director at Mbl Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Neal Deaton
CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of financial services…
Experience
Advisor, Managing Director
Jan 2025 — Present · Charlotte, NC, US
Education
William & Mary – Raymond A. Mason School of Business
MBA
Queens University of Charlotte
Certified Financial Planner (CFP) Certificate Program
The University of North Carolina
BA
Skills
- Investment Analysis
- Estate Planning
- Customer Relationship Management (Crm)
- Investment Advisory
- Morningstar
- Investment Planning
- Finance
- Financial Planning
- Baseline
- Mind Mapping
- Capital Markets
- Valuation
- Portfolio Management
- Factset
- Asset Allocation
- Mutual Funds
- Money Guide Pro
- Interpersonal Communication
- Relationship Building
- Equity Research
- Business Development
- Wealth Management
- Advent Portfolio Exchange (Apx)
- Client Services
- Social Security
- Relationship Management
- Financial Modeling
- Investment Research
- Moxy
- Investments
- Interpersonal Relationships
- Retirement Planning
- Client Relations
- Investment Management
- Due Diligence
- Asset Management
- Microsoft Office
- Strategic Planning
- Analytical Skills
- Financial Analysis
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.