PROFESSIONAL PROFILE
Neil Moore adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Neil is able to help you establish objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Total MerrillSM to connect all the pieces of your financial life. Neil conducts regular reviews with you to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.
Neil joined Merrill Lynch August of 2003 in the Cumming GA office and received the CERTIFIED FINANCIAL PLANNER™ Designation in 2007. He is a graduate of The University of West Georgia and serves on the advisory board of directors for The Special Olympics Forsyth. He has also been a member of the Lanier Forsyth Rotary Club since 2005 serving in various rolls. Neil lives in Cumming with his wife Leslie and son Max and daughter Amelia.
Areas of Focus:
-Investment (Asset) Management
-Retirement Planning and 401K
-Insurance Planning
-Education Planning
-Tax Planning (With your CPA)
-Charitable Giving Planning
-Budget & Cash Flow Management
-Banking Services
-Estate Planning
The 8 Key Service Areas:
1. Clearly understand goals and family situation when giving investment advice.
2. Create Financial Plan.
3. Select the asset mix for clients investment portfolio.
4. Coordinate Investment Decisions.
5. Proactively contact clients when upcoming tax and other changes will impact a clients investment portfolio.
6. Bring in other experts as needed.
7. Clearly Reveal our Fee Structure.
8. Coordinate and organize all Financial Documents.