Neil joined Boston Harbor Wealth Advisors in 2022 as a Certified Financial Planner™. His interest in finances began when he purchased his first share of stock at 14-years-old using the money he earned from his paper route. This interest followed him in 9th grade when Neil learned from his business teacher that investing was a way to achieve financial freedom. The valuable information Neil obtained from a young age inspired him, and he has been an investor ever since. Today, as a financial advisor, he is passionate about helping others achieve their financial goals and, in turn, their financial freedom.
Neil believes that people make major life decisions around two factors: family and money. He works tirelessly each day toward building relationships centered around trust and openness with his clients that allow for candid discussions about their lives and financial priorities so he can help them with their most important decisions. Neil wants his clients to feel prideful and be confident in their successes, and he works to achieve this through his approach of respect and integrity with each client. He considers these characteristics the cornerstones of his professional and personal philosophies because they are essential to the foundation of any successful short-and long-term goals.
Whether his client's goals are to retire with dignity, succeed with their business, or plan their legacy, he meets with his clients to properly understand their priorities. Neil partners with his clients throughout their life through the planning process to build tailored strategies. He also understands the need to be flexible and adjust whenever necessary because of life’s unexpected changes.
Neil began his career as a Financial Advisor in 2016 with Edward Jones where he gained extensive and valuable experience, which he brings to our team. He graduated from the University of Rhode Island with a Bachelor of Science in biology.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I was born and raised in Westerly, RI, where I currently reside with my wife, Mikayla, and our two young sons, Eli and Luke. We love living near the ocean because of the many outdoor activities we have right in our background. You can often find us boating, fishing, and anything else that brings us outside to enjoy our beautiful surroundings.
I also enjoy cooking for my family and friends and expanding upon my creative side through woodworking.