Neal joined the Edge Team as a Director and Portfolio Manager. He collaborates with the firm’s Senior Investment Advisors in determining the appropriate asset allocation, overseeing portfolios, generating investment recommendations, and communicating frequently with clients. As a CERTIFIED FINANCIAL PLANNER™ professional, Neal is also intimately involved with the holistic financial planning process – from goal-setting to retirement planning to estate planning reviews. Neal has spent the majority of his career (over 15 years) in the financial services industry, with the initial portion of his post-MBA career in Equity Research as a Stock Analyst. He then transitioned into wealth management in 2012, desiring to impact the lives of individuals and families by helping them achieve their long-term objectives.
Prior to joining Edge, Neal served as an Associate Advisor for two smaller independent firms and as a Portfolio Manager for Parsec Financial. Neal earned his undergraduate degree in Economics from the University of North Carolina at Chapel Hill and an MBA with a concentration in Finance from The College of William & Mary’s Mason School of Business, where he served as an Analyst and Portfolio Manager on the student-managed Frank Batten Investment Fund. He completed the CERTIFIED FINANCIAL PLANNING™ certificate program at Queens University’s McColl School of Business. Neal is a member of the Financial Planning Associate (FPA) and the Charlotte Economics Club, and the Charlotte Estate Planning Council (CEPC).
In his free time, Neal enjoys spending time with his son Parker, who he has a unique bond with after raising him on his own since 2014 after becoming a widower. As an Eagle Scout, Neal has always been an outdoor enthusiast and loves to go hiking and camping as much as possible. Neal also enjoys playing tennis and watching UNC sports.
As for community involvement, Neal is very engaged at his church (Myers Park Presbyterian), where he serves on the Weekday School Board and Facilities Committee, and is the co-leader of Parker’s Cub Scout “Den”, as well as the entire “Pack” (K – 5th). Over the years Neal’s primary volunteer focus has been on poverty alleviation — by serving on the church’s Shelter Team, volunteering locally with Habitat for Humanity, Loaves & Fishes and the Men’s Shelter, and globally while serving on a World Vision mission team in El Salvador.