James Neel Email & Phone Number
Private Wealth Advisor at Aegis Consulting Group, LLC @ Aegis Consulting Group, LLC
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James Neel Location
- Saint Johns, FL, US
James Neel Work
- Private Wealth Advisor at Aegis Consulting Group, LLC @ (January 2019 - Present)
- Private Wealth Advisor @ Sagemark Consulting / Lincoln Financial Advisors (October 2008 - February 2023)
- VP @ (January 1991 - January 2008)
James Neel Education
- Jacksonville University
MBA
2002-2005 - Alameda High School
James Neel Skills
- Estate Planning
- Team Building
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Business Analysis
- Finance
- Process Improvement
- 401k
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- Risk Management
- Financial Analysis
- Wealth
- Succession Planning
- Small Business
- Series 7
- Securities
James Neel Summary
- James Neel, based in Saint Johns, FL, US, is currently a Private Wealth Advisor at Aegis Consulting Group, LLC at Aegis Consulting Group, LLC. James Neel brings experience from previous roles at Sagemark Consulting / Lincoln Financial Advisors and Merrill Lynch. James Neel holds a 2002 - 2005 MBA @ Jacksonville University. With a robust skill set that includes Estate Planning, Team Building, Insurance, Retirement Planning, Financial Planning and more. James Neel has 2 emails and 1 mobile phone numbers on RocketReach.
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