Brian Neff Email & Phone Number
Founder and Chief Visionary
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Brian Neff Location
- Little Elm, TX, US
Brian Neff Work
- Founder and Chief Visionary @ Stay Lost. Live Free.™ (June 2024 - Present)
- Founder | Florida Keys Resorts, LLC @ Florida Keys Resorts, LLC (August 2023 - Present)
- Founder | AdvisorSuite.AI | AI Solutions for Financial Advisors @ Early Access.AI LLC (January 2023 - Present)
- Partner @ 401(k) Maneuver (September 2017 - Present)
- CEO and Co-Founder @ Fiduciary Wealth Management, LLC. (December 2012 - Present)
- Chief Marketing Officer @ 401(k) Maneuver (March 2020 - November 2024)
- Consumer Advocate | Fiduciary @ (September 2021 - July 2024)
- [Retired] Owner and Co-founder @ (June 1999 - October 2021)
Brian Neff Education
- Louisville High School 1984-1986
- Kaplan College-Dallas
Investment Advisor (Series 65 )
Brian Neff Skills
- Wealth Management
- Wealth Accumulation Strategies
- Investments
- Investment Advisory
- Retirement Planning
- Retirement
- Retirement Savings
- Retirement Benefits
- Stocks
- Dividends
- 401k Rollovers
- IRAs
- Roth IRA
- Mutual Funds
- Portfolio Management
- Investment Strategies
- Income Protection
- Insurance Brokerage
- Insurance
- Life Insurance
- Health Insurance
- Multi-generational wealth transfer
- Property & Casualty Insurance
- Fixed Annuities
- Indexed Annuities
- Guaranteed Lifetime Income
- Commercial Insurance
- Estate Planning
- Long Term Care Insurance
- Business Coaching
- Business Development
- Strategic Planning
- Marketing
- Marketing Strategy
- Online Marketing
- Digital Marketing
- Social Media Marketing
- Web Marketing
- Relationship Marketing
- Relationship Management
- Building Relationships
- Team Leadership
- Team Building
- Integrity
- Superior Client Service
- Professional Ethics
- Reliability
- Public Seminars
- Public Speaking
- Group Training
- Guaranteed Lifetime
- Multi Generational Wealth Transfer
- Wealth Accumulation
- Property and Casualty Insurance
- Property and Casualty
- Multi Generational
Brian Neff Summary
- Brian Neff, based in Little Elm, TX, US, is currently a Founder and Chief Visionary at Stay Lost. Live Free.™. Brian Neff brings experience from previous roles at Florida Keys Resorts, LLC, Early Access.AI LLC, 401(k) Maneuver and Fiduciary Wealth Management, LLC.. Brian Neff holds a 1984 - 1986 Louisville High School. With a robust skill set that includes Wealth Management, Wealth Accumulation Strategies, Investments, Investment Advisory, Retirement Planning and more. Brian Neff has 3 emails and 4 mobile phone numbers on RocketReach.
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Brian Neff
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Dallas, TX, US
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