Neal Slafsky
Excited to help build a new W2 channel for Osaic!
- Role
- Managing Director, Head of Office at Osaic
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Neal Slafsky
Money isn’t just financial – it’s emotional. It’s not simply monthly statements…
Experience
Managing Director, Head of Office
Oct 2023 — Present · Miami-Fort Lauderdale, FL, US
Education
Babson College
Bachelor of Science (B.S.), Finance and Financial Management Services
1980 — 1984
Skills
- Series 7
- Asset Allocation
- Mutual Funds
- Retirement
- Strategic Financial Planning
- Life Insurance
- Finance
- Portfolio Management
- Financial Advisory
- Asset Managment
- Long-Term Care
- Investment Advisory
- Retirement Planning
- Investments
- Investment Strategies
- Securities
- Estate Planning
- High Net Worth Individuals
- Asset Management
- Wealth Management
- Insurance
- Financial Planning
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