Registered Financial Consultant at ACT Advisors®
With industry experience surpassing 17 years across securities and financial planning disciplines, Neil maintains a unique set of skills necessary for the proper management of his clients’ assets. He is dedicated to helping clients make informed financial and investment decisions and it is no wonder his patience and determination ensure that every client is treated with highest regard.
Neil received his Registered Financial Consultant, RFC®, designation from Kaplan University and is a member of the International Association of Registered Financial Consultants. Neil began his career as a financial representative with American Express Financial Advisors where he received the American Express District “Values in Practice” award for Integrity, Teamwork, Quality, and Citizenship. After many years with CUNA Brokerage Services, Inc. and Heritage Trust Federal Credit Union, Neil became an independent Investment Advisor Representative with Low Country Investment Advisors. In 2008, he purchased Lowcountry Investment Advisors from the previous owner and continued as President and Owner until 2015, when he merged with ACT Advisors®, LLC.
Neil served honorably in the United States Air Force with the 29th Air Division of the Strategic Air Command in Duluth, Minnesota, now known as North American Aerospace Defense Command (NORAD).
Neil’s certifications include his Series 65 registration with ACT Advisors®, LLC.
When not helping clients, Neil enjoys traveling with his wife, Kathleen, in their recreational vehicle and spending time with their children and grandchildren.