About Me
Neil is the senior member of Vista Wealth Management, having served as a Wealth Advisor since 1987 and was with UBS since 2006 before joining Morgan Stanley. Neil graduated from the School of Management at Syracuse University and has served on the Board of Directors for various not-for-profits. His father, Seymour, worked on Wall Street for 60 years and taught Neil to always take a personal approach when helping clients with their financial goals. Neil’s wife, Susanne, is his primary passion, with their two sons, Joshua and Jeremy, coming up a close second. Composing music is a huge part of Neil’s life, with his most satisfying work being the creation of the musical, Holding On.
Securities Agent: NJ, MN, MD, NC, PA, DE, CO, AZ, WY, NM, WA, TX, IL, SC, OR, MA, FL, DC, CT, TN, OH, NY, NV, MI, LA, CA, VA, RI, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 2759880