Private Wealth Management

Neil Moore, CFP®

Senior Vice President

Direct: (404) 461-5172

Philosophy & Approach

Neil has been a member of Stephens Private Client Group since 2012 and has more than 15 years of industry experience. Throughout his career, Neil has expertly navigated clients through the market opportunities and challenges that affect their investment objectives. “My primary goal is to assist families with generational wealth management, including investment management, cash flow analysis, and retirement, college, and estate planning,” says Neil.

Neil is supported by A.J. Shilcoski and Lisa Dierks-Unkefer, registered sales assistants. Their administrative experience makes them an integral part of the team.

Experience & Education

Prior to joining Stephens, Neil worked as a financial advisor at Mass Mutual and Merrill Lynch, Pierce, Fenner & Smith, Inc. Neil received a Bachelor of Business Adminstration in Finance from the University of West Georgia. He is also a Certified Financial PlannerTM (CFP®). The certification from the CFP® board includes insurance planning and risk management, employee benefits planning, investment planning,  retirement planning, and estate planning. Additionally, he furthered his education by attending Stephens University, an advanced wealth management program offered through Wake Forest University.

Personal

Neil and his wife, Leslie, and their two children, Max and Amelia, live in Cummings, Georgia. Neil is very passionate about the investment business and brings that passion into his personal life by serving on the finance committee of his church. He also enjoys hunting, golfing, and running.  


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

(800) 643-9691 | Member NYSE, SIPC

© 2018 Stephens Inc. All rights reserved.