Neal Deaton's Location
Charlotte, NC, US
Neal Deaton's Work
- Associate Advisor @ Carolina Capital Consulting
- Managing Director @ Edge Capital Group
- Director - Portfolio Manager @ Edge Capital Group
- Associate Advisor @ Carolina Capital Consulting
- Associate Wealth Advisor @ McShane Partners
- Portfolio Manager @ Parsec Financial Management, Inc.
- Investment Analyst Intern @ Ancora Wealth Management LLC
- Senior Equity Research Analyst, Vice President @ BB&T Capital Markets
- Analyst, Equity Research @ BB&T Capital Markets
- Research Associate, Equity Research @ 2005-2009 STEPHENS, INC
Neal Deaton's Education
- University of North Carolina at Chapel Hill
BA (Economics)
- Queens University of Charlotte
Certified Financial Planner (CFP) Certificate Program (Cumulative Average: 95.0; Ranked first in class.)
- William & Mary – Raymond A. Mason School of Business
MBA (Finance)
Neal Deaton's Skills
- Estate Planning
- Advent Portfolio Exchange Apx
- Social Security
- Customer Relationship Management Crm
- Naviplan
- Consulting
- Personal Tax Planning
- Client Relations
- Baseline
- Moxy
Neal Deaton's Summary
Neal Deaton, based in Charlotte, NC, US, is currently a Associate Advisor at Carolina Capital Consulting, bringing experience from previous roles at Edge Capital Group, Carolina Capital Consulting and Rinehart Wealth Management. Neal Deaton holds a BA in Economics @ University of North Carolina at Chapel Hill. With a robust skill set that includes Estate Planning, Advent Portfolio Exchange Apx, Social Security, Customer Relationship Management Crm, Naviplan and more, Neal Deaton contributes valuable insights to the industry. Neal Deaton has 5 emails on RocketReach.
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