Neal is a Financial Advisor and is also the Managing Director of Strategic Capital Advisors. Strategic Capital Advisors is a financial services firm with offices in Reston,Virginia. The firms’ unique value offering of synergistic tax and financial advice has helped hundreds of clients save on taxes and grow their wealth. Strategic Capital Advisors manages total client assets of just over $402,000,000 (as of 01/04/2020)
Neal has worked in the financial services industry since 1990, first as a broker’s assistant at Prudential-Bache Securities and in 1993 as a Registered Representative for John Hancock Financial Services. In 1999 joined the MONY Group (an AXA Financial company) as a Regional Director and in 2000 became the Managing Director for the Washington DC/Baltimore office. In this position he was responsible for the recruiting and development of financial advisors. In 2001 he created Financial Strategies Group in affiliation with MillerMusmar, CPAs to offer clients financial strategies and asset management services. In 2012 he launched Strategic Capital Advisors.
Neal was an adjunct faculty at Virginia Commonwealth University where he teaches investment courses for the CFP program at the Center for Corporate Education (2005-2007). Neal is a CERTIFIED FINANCIAL PLANNER™, has a BS in Finance from George Mason University and passed level 1 of the CFA exam in 2000. He has passed the Series 6,7,63,65, and 24 (supervisory principal) examinations and offers securities and investment advisory services through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Adviser.