Neal Deaton, Cfp® Email and Phone Number
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CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of financial services experience enhancing firms' value by cultivating meaningful client relationships and delivering sound advice and recommendations grounded in thorough research and analysis. With a MBA concentrated in Finance and an undergraduate degree in Economics, leverages strong business acumen and expertise in comprehensive financial planning, investment management, and holistic wealth management to positively impact clients’ financial outlook within fast-paced, rapidly evolving financial environments. Possesses deep understanding of global economy and financial markets, drawing from over seven years as a leading member of one of the highest performing equity research analyst teams. Excels at building a strong rapport with high-net-worth individuals and families utilizing ability to effectively communicate complex financial concepts and planning strategies in an understandable fashion. As an Eagle Scout, I always strives to “Be Prepared” (the Boy Scout motto), which is extremely pertinent to financial planning and investing.
Mbl Advisors Inc
View- Website:
- edgecappartners.com
- Employees:
- 31
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Advisor, Managing DirectorMbl Advisors IncCharlotte, Nc, Us
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Managing DirectorEdge Capital Group Dec 2022 - PresentCharlotte, North Carolina, United States -
Director - Portfolio ManagerEdge Capital Group Oct 2018 - Dec 2022Charlotte, North Carolina Area
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Associate AdvisorCarolina Capital Consulting 2017 - 2018Charlotte, North Carolina AreaPartnered with firm’s founder in providing holistic financial guidance to over 100 clients with assets under management totaling nearly $300 million. Prepared comprehensive financial plans for niche client base (comprised primarily of physicians and healthcare executives), including retirement projections, education-funding, and risk management needs analysis. Helped manage process for retiring clients, including modelling future cash flows and liquidity needs, Social Security claiming strategies, and Medicare enrollment. Reviewed complex trust documents as part of estate-planning analysis, summarizing them along with client tax returns. Recommended wealth transfer strategies included charitable giving and trust utilization. Performed mortgage research and helped clients secure financing. Researched and analyzed optimal equity and fixed income investments for inclusion in firm’s various investment strategies. -
Associate Wealth AdvisorRinehart Wealth Management 2014 - 2016Charlotte, NcPartnered with Senior Wealth Advisor in managing over 100 client relationships with assets under management totaling nearly $165 million. Frequently communicated with clients while objectively evaluating and monitoring their overall financial situation and making appropriate and timely recommendations. Created comprehensive, integrated financial plans for existing clients encompassing cash flow analysis, retirement and education funding, insurance, and estate and tax planning. Reviewed and summarized complex estate planning documents. Composed articles for periodic newsletters on pertinent financial planning topics. Monitored and tracked the firm’s business development objectives to ensure new client assets under management and revenue were maximized from lead development and prospect conversion. Served as the firm’s primary trader, functioning as a liaison between the Investment Management and Advisory Teams. -
Portfolio ManagerParsec Financial Management, Inc. 2013 - 2014Asheville, North Carolina AreaManaged and invested the assets of over 200 high-net-worth clients, with assets under management totaling nearly $400 million. Constructed, evaluated, and rebalanced investment portfolios, ensuring compliance with investment policy guidelines (pertaining to asset allocation, market capitalization, sector, and individual security weightings) while optimizing performance. Created proposed portfolios in support of new business development efforts. Stayed abreast of economic, market, and investment trends while analyzing the effect on client investment portfolios. Member of the Investment Policy Committee, helping drive the firm’s holistic investment strategy. Licenses included Series 65.Unfortunately, shortly after starting this position I needed to make a work/life decision to relocate back to Charlotte related to the progression of my late wife’s disease.
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Investment Analyst InternAncora Wealth Management Llc 2012 - 2013Charlotte, North Carolina AreaCollaborated with Senior Financial Advisor to manage assets of a client base comprised of high-net-worth individuals and families. Performed required due diligence of client portfolios, including quantitative and qualitative analyses of both existing and prospective investment managers, manager selection, and performance monitoring with a focus on equity and fixed income managers. Internship associated with transition into wealth management.
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Senior Equity Research Analyst, Vice PresidentBb&T Capital Markets 2011 - 2012Charlotte, North Carolina AreaOversaw 15 transportation stocks, focusing expertise on railroad and trucking companies. Cultivated and maintained relationships with buy-side clients and companies’ executive management teams. Partnered with institutional sales to present research ideas and recommendations to existing and prospective clients. Consistently traveled the U.S. with covered companies’ executive officers, facilitating key client meetings on-site. Licenses included Series 7,63, 86, & 87. -
Analyst, Equity ResearchBb&T Capital Markets 2009 - 2011Charlotte, North Carolina AreaFollowed 20 transportation stocks with a focus on trucking, logistics, and railroad companies. Communicated with institutional sales, buy-side clients, and senior executives of covered companies. Initiated coverage of a $3.4 billion North American freight railroad company. Conducted due diligence including financial modeling and merger and valuation analysis for initial public offering of a $400 million asset-light transportation portfolio company of a private equity firm. Generated annual institutional trading commissions within the top three of the firm. Licenses included Series 7,63, 86, & 87.
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Research Associate, Equity Research2005-2009 Stephens, Inc 2005 - 2009Richmond, Virginia AreaHandled 20 transportation stocks while working collaboratively with the Managing Director in covering this industry for firm’s capital markets division. Held accountable for due diligence and periodic initiation of coverage for new transportation names. Achieved the firm’s highest institutional commission as a team for four consecutive years. Instrumental in firm being recognized as Best Boutique/Regional Firm covering the airfreight and surface transportation sector for three consecutive years by Institutional Investor magazine. Licenses included: Series 7, 63, 86, & 87.
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Associate Analyst, Equity Research2004-2005 Davenport & Company 2004 - 2005Richmond, Virginia AreaCovered energy, transportation, utilities, and media and entertainment industries. Managed companies generating institutional trading commissions in the top three of the firm. Published research reports on companies under coverage and designed detailed financial models. Generated new stock ideas for brokers, institutional sales, and Davenport Asset Management portfolios. Licenses included: Series 7, 86, & 87.
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Financial Advisor ExternMerrill Lynch Dec 2003 - Jan 2004Greensboro/Winston-Salem, North Carolina AreaExternship: partnered with Senior Investment Consultant in managing the assets of high-net-worth individuals and families (during Winter break of business school). -
Business Development Partner, Evergreen InvestmentsFirst Union 2000 - 2002Charlotte, North Carolina AreaPartnered with sales directors in investment management business development efforts with corporations, government and public entities, charitable organizations, and educational institutions. Researched prospects' existing managers, identified opportunities, and performed competitive analyses. Interpreted quantitative data (alpha, beta, Sharpe ratio) in risk-adjusted performance comparisons. Marketed Evergreen's institutional separate account and mutual fund products to internal channels. Increased assets under management and annual fee revenues by $870 million and $2.2 million, respectively. -
Trust Consulting AssociateFirst Union 1998 - 2000Charlotte, North Carolina AreaProvided retirement plan consulting services to 50 institutional clients generating $1.85 million in annual fees.Monitored asset allocation of deferred compensation plans and rebalanced portfolios.Completed first phase of Certified Retirement Services Professional (CRSP) designation. SKILLS Microsoft Excel, PowerPoint, Word; Baseline; Bloomberg; FactSet; Morningstar; Thomson.
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Management TraineeUnifi, Inc. 1996 - 1998Madison, North CarolinaVarious roles included: Industrial Engineering Interim Plant Manager, Third Shift Supervisor, and Research & Development Special Projects. -
Financial Advisor InternPrudential Securities Jun 1995 - Aug 1995Greensboro/Winston-Salem, North Carolina AreaInternship: partnered with Senior Investment Consultant in managing the assets of high-net-worth individuals and families (during summer break of undergraduate school).
Neal Deaton, Cfp® Skills
Neal Deaton, Cfp® Education Details
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Cumulative Average: 95.0; Ranked First In Class.
Frequently Asked Questions about Neal Deaton, Cfp®
What company does Neal Deaton, Cfp® work for?
Neal Deaton, Cfp® works for Mbl Advisors Inc
What is Neal Deaton, Cfp®'s role at the current company?
Neal Deaton, Cfp®'s current role is Advisor, Managing Director.
What is Neal Deaton, Cfp®'s email address?
Neal Deaton, Cfp®'s email address is nd****@****hoo.com
What is Neal Deaton, Cfp®'s direct phone number?
Neal Deaton, Cfp®'s direct phone number is +170437*****
What schools did Neal Deaton, Cfp® attend?
Neal Deaton, Cfp® attended University Of North Carolina At Chapel Hill, Queens University Of Charlotte, William & Mary – Raymond A. Mason School Of Business.
What are some of Neal Deaton, Cfp®'s interests?
Neal Deaton, Cfp® has interest in Etc, College Athletics, Poverty Alleviation, Camping, The Outdoors, Tennis, Travel.
What skills is Neal Deaton, Cfp® known for?
Neal Deaton, Cfp® has skills like Investments, Financial Modeling, Asset Management, Portfolio Management, Valuation, Finance, Wealth Management, Asset Allocation, Mutual Funds, Investment Management, Capital Markets, Financial Planning.
Who are Neal Deaton, Cfp®'s colleagues?
Neal Deaton, Cfp®'s colleagues are Brad Parsons, Shelby Potz-Nielsen, Cfp®, Jacob Baker, Cfa, Pamela Witt, Eunice Sams, Ann Claire Lathem, Elizabeth Mackie, Cpa Cfp.
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