Neil Stikeleather

About Neil Stikeleather

I came to work for Bank of America in After a ten year career in law enforcement and with over twenty five years in the financial services industry, you can count on me to do something that many of my competitors won\'t do: tell you the truth. I\'m not a portfolio manager. I don\'t specialize in picking individual securities and managing portfolios. I\'m a Wealth Management Advisor. The value I bring to my clients is not through trading stocks in their accounts daily. The fact is that affluent clients in today\'s complex and fast moving markets need a team of professionals making decisions about the daily activity in their portfolio that is consistent with their risk tolerance and financial goals. That is exactly what is available to our clients through our Merrill Investment Advisory Program. I focus on constructing individualized strategies for you and your family that emphasize achieving your financial goals and address all of the areas of your financial well being: asset allocation* in your portfolio, saving for education funding and retirement, life and long term care insurance analysis to protect your family and estate, debt management, and utilization of the extensive banking resources of Bank of America to help simplify your life. I invite you to meet with me and my team to explore the opportunities available to you here. My team and I love what we do and are excited to be working everyday to help people realize their dreams and goals. If this sounds like what you\'re looking for in an advisory team please reach out to us today to learn more about how we can help you.

Experience

1. Wealth Management Advisor, Managing Director

   Merrill Lynch

   Dec 2002 — Present

   Asset allocation does not ensure a profit or protect against loss in declining markets.**Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A, Member FDIC, and a wholly-owned subsidiary of Bank of America Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Education

• University of North Carolina at Charlotte

  Bachelor's Degree

  1989 — 1992

• University of North Carolina at Charlotte

  Master's Degree

  1994 — 1997

• North Carolina School of Science and Mathematics

  High School

  1986 — 1988