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John Neal, Cfp® Email & Phone Number

Founder and CEO at Stone Loft Wealth Management
Location: Malvern, Pennsylvania, United States 8 work roles 1 school
1 work email found @vanguard.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@vanguard.com
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Current company
Stone Loft Wealth Management
Role
Founder and CEO
Location
Malvern, Pennsylvania, United States

Who is John Neal, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

John Neal, Cfp® is listed as Founder and CEO at Stone Loft Wealth Management, based in Malvern, Pennsylvania, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for John Neal, Cfp®.

John Neal, Cfp® previously worked as Senior Wealth Advisor at Vanguard and Private Wealth Advisor at Ubs. John Neal, Cfp® holds Bs, Finance from Saint Joseph'S University - Erivan K. Haub School Of Business.

Company email context

Email format at Stone Loft Wealth Management

This section adds company-level context without repeating John Neal, Cfp®'s masked contact details.

*@vanguard.com
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AeroLeads found 1 current-domain work email signal for John Neal, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About John Neal, Cfp®

John Neal, Cfp® is a Founder and CEO at Stone Loft Wealth Management. They possess expertise in alternative investments, financial advisory, fixed income, retirement planning, financial planning and 15 more skills.

Listed skills include Alternative Investments, Financial Advisory, Fixed Income, Retirement Planning, and 16 others.

Current workplace

John Neal, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Stone Loft Wealth Management
Stone Loft Wealth Management
Founder and CEO
West Chester, PA, US
Website
vanguard.com
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Company profile
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8 roles

John Neal, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Wealth Advisor

Current
Vanguard

Valley Forge, Pa, Us

Apr 2018 - Present

Private Wealth Advisor

Ubs

Zurich, Ch

May 2015 - Mar 2018

Wealth Planning Analyst

Ubs

Zurich, Ch

Jun 2013 - May 2015

Associate Director

Ubs

Zurich, Ch

Oct 2011 - Jun 2013

Assistant Product Manager For Personal Retirement

Morgan Stanley

New York, Ny, Us

Apr 2010 - Oct 2011

Global Wealth Advisory Consultant

Morgan Stanley

New York, Ny, Us

Jun 2006 - Apr 2010
Team & coworkers

Colleagues at Stone Loft Wealth Management

Other employees you can reach at vanguard.com. View company contacts →

SZ Sarah Zaikowski Sarah Zaikowski Colleague at Stone Loft Wealth ManagementKing Of Prussia, Pennsylvania, United States View → CR Colleen Richards Colleen Richards Colleague at Stone Loft Wealth ManagementDouglassville, Pennsylvania, United States View → MV Mayaank Vadlamani Mayaank Vadlamani Colleague at Stone Loft Wealth ManagementNew York City Metropolitan Area, United States View → SK Steve Knowles Steve Knowles Colleague at Stone Loft Wealth ManagementMalvern, Pennsylvania, United States View → CA Coleen Akers Coleen Akers Colleague at Stone Loft Wealth ManagementCharlotte, North Carolina, United States View → JL Jun Liu Jun Liu Colleague at Stone Loft Wealth ManagementGreater Philadelphia, United States View → HR Heather Robuck Heather Robuck Colleague at Stone Loft Wealth ManagementCharlotte, North Carolina, United States View → NO Nnamdi Ojiego Nnamdi Ojiego Colleague at Stone Loft Wealth ManagementNigeria View → JB Jake Bosio Jake Bosio Colleague at Stone Loft Wealth ManagementGreater Philadelphia, United States View → CB Chris Bonnard Chris Bonnard Colleague at Stone Loft Wealth ManagementHavertown, Pennsylvania, United States View →
1 education record

John Neal, Cfp® education

  • Saint Joseph'S University - Erivan K. Haub School Of Business
    Saint Joseph'S University - Erivan K. Haub School Of Business
    Finance
FAQ

Frequently asked questions about John Neal, Cfp®

Quick answers generated from the profile data available on this page.

What company does John Neal, Cfp® work for?

John Neal, Cfp® works for Stone Loft Wealth Management.

What is John Neal, Cfp®'s role at Stone Loft Wealth Management?

John Neal, Cfp® is listed as Founder and CEO at Stone Loft Wealth Management.

What is John Neal, Cfp®'s email address?

AeroLeads has found 1 work email signal at @vanguard.com for John Neal, Cfp® at Stone Loft Wealth Management.

Where is John Neal, Cfp® based?

John Neal, Cfp® is based in Malvern, Pennsylvania, United States while working with Stone Loft Wealth Management.

What companies has John Neal, Cfp® worked for?

John Neal, Cfp® has worked for Stone Loft Wealth Management, Vanguard, Ubs, and Morgan Stanley.

Who are John Neal, Cfp®'s colleagues at Stone Loft Wealth Management?

John Neal, Cfp®'s colleagues at Stone Loft Wealth Management include Sarah Zaikowski, Colleen Richards, Mayaank Vadlamani, Steve Knowles, and Coleen Akers.

How can I contact John Neal, Cfp®?

You can use AeroLeads to view verified contact signals for John Neal, Cfp® at Stone Loft Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did John Neal, Cfp® attend?

John Neal, Cfp® holds Bs, Finance from Saint Joseph'S University - Erivan K. Haub School Of Business.

What skills is John Neal, Cfp® known for?

John Neal, Cfp® is listed with skills including Alternative Investments, Financial Advisory, Fixed Income, Retirement Planning, Financial Planning, Wealth Management Services, Financial Modeling, and Investments.

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