Neil Kessel
Senior Vice President, Senior Financial Advisor, Senior Portfolio Advisor
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Neil Kessel
Philosophy Neil prides himself on building lasting relationships based on trust…
Experience
Senior Financial Advisor, Senior Vice President
Feb 1995 — Present
Education
UC San Diego
Bachelor's Degree
1988 — 1993
Skills
- Wealth Transfer
- Customized Wealth Planning
- Mutual Funds
- Separately Managed Accounts
- Special Needs Planning
- Succession Planning
- Uniform Combined State Law
- Alternative Investments
- Asset Allocation
- Series 63
- Investment Advisory
- Wealth Management
- Wealth
- Investment Strategies
- Family Wealth Planning
- Estate Planning Services and Wealth Transfer
- Series 65
- Securities
- Retirement Planning
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