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2801739-9362900lefttop00Neil McPeak Jr., CFP?Senior Vice President – InvestmentsFinancial AdvisorNeil joined the McPeak Wealth Management Group in 2010 with a B.S. in Economics and concentration in Finance from the Wharton School of Business of the University of Pennsylvania. Working with individuals and institutions, Neil provides customized financial solutions to fit clients’ needs. Neil works with clients ranging from professional athletes, business owners, fortune 500 company executives, retirees, foundations, endowments to high net worth individuals. He is also responsible for the oversight of the Private Investment Management Platform (PIM), which is the discretionary money management strategy used by the McPeak Wealth Management Group. As of January 1, 2018, PIM totaled $300 million in assets. While at the Wharton School of Business, Neil was nominated as Wharton Class Board Representative for the class of 2009. At this time, he worked with the University of Pennsylvania Class President and other representatives to enhance student life and better the school community. Neil was elected to the Friars Senior Society, which recognizes individuals who have made a significant contribution to the University of Pennsylvania in all areas of campus life.Neil is a Certified Financial Planning Practitioner?, earning his CFP designation in 2012. “CFP? professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.” – CFP Board.Neil is an avid rower, rowing for St. Augustine Prep High School, University of Pennsylvania, the United States National Team, and University Barge Club in Philadelphia. Neil was the two time captain of the Penn Rowing team and won Eastern Sprints in 2006. Neil is a Junior World Champion and trained with the US Olympic team for the 2012 Olympic Games. Neil also represented the University Barge Club at the Henley Royal Regatta in 2015 and 2016.Neil serves on local boards including St. Augustine Prep, Bacharach Institute for Rehabilitation, and St. Joseph’s Institute of Bioethics. He resides in Linwood, New Jersey with his wife and son.McPeak Wealth Management GroupOur mission is to develop long-term relationships with you and your family and to develop customized strategies to meet your goals. By taking an unbiased and holistic approach we are committed to helping you preserve and grow your wealth.2302671207645003459006209550100 Years00100 Years46137492101854 CFPs3 Masters1 CIMA004 CFPs3 Masters1 CIMA1148876207010005758815210185$1.2 Billion00$1.2 Billion0209550005768340819785Manage $1.2 billion in assets for retirees, business owners, & institutions*020000Manage $1.2 billion in assets for retirees, business owners, & institutions*4617085822505Eight advanced financial and investment management degrees020000Eight advanced financial and investment management degrees3459480812800Nine team members with over 100 combined years of experience020000Nine team members with over 100 combined years of experience1146810821055Financial Times Newspaper Top 400 Advisors in the Country from 2016 - 2018020000Financial Times Newspaper Top 400 Advisors in the Country from 2016 - 20182302510812184Forbes Magazine Best-In-State Wealth Advisors for New Jersey for 2018020000Forbes Magazine Best-In-State Wealth Advisors for New Jersey for 2018-5080820420Barron’s Newspaper Top 1,200 Advisors in the Country from 2011 - 2018020000Barron’s Newspaper Top 1,200 Advisors in the Country from 2011 - 2018*As of 2/28/2018Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.Barron’s Top 1,200 Advisors - The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention. Financial Times Top 400 Advisors - Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components. Forbes Best-in-State Wealth Advisors - Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.Forbes Best-In-State Wealth Advisors* - New Jersey (2018, Neil McPeak)Barron's Top 1,200 Advisors in the country* (2015, 2016, 2017 Neil McPeak)Barron's Top 1,000 Advisors in the country (2011, 2012, 2013, 2014 Neil McPeak)Financial Times 400 Top Financial Advisors (2016, 2017, 2018 Neil McPeak)0218-05196 ................
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