Neal Gordon's Location
New York, NY, US
Neal Gordon's Work
- Retirement Architect @ Gordon Wealth Planning
- Financial Planner and Financial Advisor, RJFS @ Lakeland Bank
- Financial Planner, Financial Advisor, Financial Services Representative @ Creative Financial Strategies (Formerly MetLife Premier Client Group of New Jers
- Vice President Private Client Advisor @ JPMorgan Chase & Co.
- Financial Advisor @ Merrill Lynch
- Partner, Principal @ Gordon-Hughes & Associates
Neal Gordon's Education
- The American College
ChFC®, Chartered Financial Consultant
2014 - 2016 - CLTC
CLTC, Certification for Long-Term Care
2017 - 2017
Neal Gordon's Skills
- Leadership
- Mutual Funds
- Securities
- Customer Service
- Financial Services
- Long Term Care Insurance
- Disability Insurance
- Program Management
- Insurance
- Portfolio Management
Neal Gordon's Summary
Neal Gordon, based in New York, NY, US, is currently a Retirement Architect at Gordon Wealth Planning, bringing experience from previous roles at Lakeland Bank, Creative Financial Strategies (Formerly MetLife Premier Client Group of New Jers, JPMorgan Chase Bank, NA and Merrill Lynch. Neal Gordon holds a 2014 - 2016 ChFC®, Chartered Financial Consultant @ The American College. With a robust skill set that includes Leadership, Mutual Funds, Securities, Customer Service, Financial Services and more, Neal Gordon contributes valuable insights to the industry. Neal Gordon has 2 emails on RocketReach.
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