Jeffrey M. Neeck Email & Phone Number

Not many people can say that they’ve been a professional ballet dancer, sous chef at one of New York City’s hottest restaurants and partner at a premiere financial planning firm. My unusual career path has been paramount to my success, teaching me how to offer unique perspectives, follow my instincts and build authentic relationships regardless of my environment. I strongly believe that anything is possible, especially if you surround yourself with people who are wholly committed to creating value for others.I am immensely proud of the work we do at Strategies for Wealth and the lives we’ve helped improve in the process. As a firm leader, I help provide our financial advisors with the tools and knowledge to create the most fulfilling and enriching lives possible, so that they, in turn, can do the same for their clients. I do this by focusing my efforts on finding and developing new talent—individuals with a history of success and who see their future as bigger than their present. When I’m not working, you will find me honing my culinary skills at home or spending time with my wife and three children. After completing the 2007 Iron Man Triathlon, I remain an avid runner and cyclist. I enjoy my time on the golf course and I’m proud to share that my father-in-law is the 1973 Master’s champion.Among these talents, I most enjoy connecting with people to build genuine and meaningful relationships. By helping our employees become the best version of themselves, I know that I’m helping them uncover and nurture their own unique talents. If you’re interested in a culture that celebrates authenticity and collaboration, or want to find out more about our motto, “Live Past Yourself,” please reach out./COMPLIANCE:2023-4446/

Listed skills include Leadership, Strategic Planning, Work Life Balance, Entrepreneurial Career, and 24 others.

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  Partner

  Strategies For Wealth

  May 1997 - Present

  In his first year with the firm, Jeff achieved award-winning results and was invited to join SFW’s management team after five years of impressive production, was promoted to Associate General Agent in 2009, and was awarded the Brian H. Early Award for Leadership by GAMA in 2010. Jeff has been a featured contributor to The Wall Street Journal, Good Day New York, and CNNfN. One of Jeff's primary responsibilities is to recruit talented individuals who will enhance Strategies for Wealth’s culture and development, and his unique ability to discover and develop those who complement Strategies for Wealth’s goals and objectives while never straying from his own path of continuous improvement are unparalleled. His distinctive background and entrepreneurial skills lend themselves to SFW’s history of finding candidates – many from different career settings – who are goal-oriented, motivated, and driven. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

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  North Carolina School Of The Arts