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Neil H.

Founder Owner @Envisage Wealth Advisors

Lexington, KY, US
MOBILE NUMBERS
+18•••••••28

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WORK HISTORY

Jan 2004 — Present

Founder Owner @Envisage Wealth Advisors

Lexington, KY, US

Formed in 2004 as a continuation of services offered since 1981. Providing wealth building strategies and distribution strategies to individuals.

EDUCATION

1977 — 1981

University of Kentucky

BBA

N/A

The American College of Financial Services

Chartered Life Underwrter

SKILLS

Financial ServicesRetirement IncomeInvestmentsSeries 7Fixed AnnuitiesPortfolio ManagementFinancial AdvisoryDisability InsuranceFinancial RiskLife InsuranceRetirement PlanningFinraBusiness PlanningRetirementWealth Management

ABOUT NEIL H.

Your financial plan shouldn’t be so complicated you leave the meeting wondering if the…

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