National Instructor - Cpa Ce
CurrentNational instructor in the tax and financial planning sections.
Dec 2007 - Present
AeroLeads people directory · profile
Neil Brown Email & Phone Number
CPA/CFP®, at Burkett Financial Services
at
AICPA
1 work email found
@aicpa.org
8 phones found area 803, 269, and 704
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
CPA/CFP®, at Burkett Financial Services
Location
Lexington, South Carolina, United States
Company size
Who is Neil Brown? Overview
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Quick answer
Neil Brown is listed as CPA/CFP®, at Burkett Financial Services at AICPA, a with 974 employees, based in Lexington, South Carolina, United States. AeroLeads shows a work email signal at aicpa.org, phone signal with area code 803, 269, 704, and a matched LinkedIn profile for Neil Brown.
Neil Brown previously worked as National Instructor - CPA CE at Aicpa and National Instructor - CPA CE at Surgent Mccoy. Neil Brown holds Master, Business And Accounting from University Of South Carolina.
Company email context
Email format at AICPA
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{first_initial}{last}@aicpa.org
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AeroLeads found 1 current-domain work email signal for Neil Brown. Compare company email patterns before reaching out.
Profile bio
About Neil Brown
I advise clients on various personal financial planning issues including distribution, retirement, income tax, insurance, education, investment and estate tax as a fee-only comprehensive financial planner. I am a member of the American Institute of CPAs, the South Carolina Association of CPAs, the Columbia Estate Planning Council, the Columbia Tax Study Group, the Financial Planning Association and the past member and officer of the National Association of Personal Financial Advisors.Specialties: Distribution, retirement, income tax, insurance, education, investment and estate tax planning
Listed skills include Estate Planning, Personal Financial Planning, Retirement Planning, Tax, and 31 others.
Current workplace
Neil Brown's current company
Company context helps verify the profile and gives searchers a useful next step.
Aicpa
6 roles · 29 years
Neil Brown work experience
A career timeline built from the work history available for this profile.
National Instructor - Cpa Ce
Current
Surgent Mccoy
National instructor in the tax and financial planning sections.
May 2007 - Present
National Instructor - Cfp® Educational Review
Current
Dalton Education (Formerly With Keir Educational Resources)
One of the national instructors for Dalton Education’s CFP® review – an intense four day review of all topics covered on the CFP® Educational Examination
Jun 2005 - Present
Cpa, Cfp®
Current
Burkett Financial Services, Llc
Dec 2003 - Present
Program Coordinator/Lead Instructor - Cfp Eductional Program
Dec 2001 - Jan 2012
Cpa, Cfp
1998 - 2003
~5 yrs
Team & coworkers
Colleagues at AICPA
Other employees you can reach at aicpa.org. View company contacts for 974 employees →
TB
Terrell Branch
Colleague at AicpaFuquay-Varina, North Carolina, United States
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BC
Brittany Champ
Colleague at AicpaChapel Hill, North Carolina, United States
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LT
Lorraine Tandy
Colleague at AicpaEast Devon, England, United Kingdom
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MG
Meredith Gray
Colleague at AicpaRaleigh-Durham-Chapel Hill Area, United States
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LG
Lilly Gideon
Colleague at AicpaDurham, North Carolina, United States
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SV
Sabine Vollmer
Colleague at AicpaDurham, North Carolina, United States
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MO
Mark O. Smith
Colleague at AicpaChapel Hill, North Carolina, United States
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KB
Kristen Berger
Colleague at AicpaDurham, North Carolina, United States
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GS
Geeta Sajwan
Colleague at AicpaCary, North Carolina, United States
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VJ
Valarie Johnson
Colleague at AicpaDurham, North Carolina, United States
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Terrell Branch
Colleague at AicpaFuquay-Varina, North Carolina, United States
View →
BC
Brittany Champ
Colleague at AicpaChapel Hill, North Carolina, United States
View →
LT
Lorraine Tandy
Colleague at AicpaEast Devon, England, United Kingdom
View →
MG
Meredith Gray
Colleague at AicpaRaleigh-Durham-Chapel Hill Area, United States
View →
LG
Lilly Gideon
Colleague at AicpaDurham, North Carolina, United States
View →
SV
Sabine Vollmer
Colleague at AicpaDurham, North Carolina, United States
View →
MO
Mark O. Smith
Colleague at AicpaChapel Hill, North Carolina, United States
View →
KB
Kristen Berger
Colleague at AicpaDurham, North Carolina, United States
View →
GS
Geeta Sajwan
Colleague at AicpaCary, North Carolina, United States
View →
VJ
Valarie Johnson
Colleague at AicpaDurham, North Carolina, United States
View →
1 education record
Neil Brown education
FAQ
Frequently asked questions about Neil Brown
Quick answers generated from the profile data available on this page.
What company does Neil Brown work for?
Neil Brown works for AICPA.
What is Neil Brown's role at AICPA?
Neil Brown is listed as CPA/CFP®, at Burkett Financial Services at AICPA.
What is Neil Brown's email address?
AeroLeads has found 1 work email signal at @aicpa.org for Neil Brown at AICPA.
What is Neil Brown's phone number?
AeroLeads has found 8 phone signal(s) with area code 803, 269, 704 for Neil Brown at AICPA.
Where is Neil Brown based?
Neil Brown is based in Lexington, South Carolina, United States while working with AICPA.
What companies has Neil Brown worked for?
Neil Brown has worked for Aicpa, Surgent Mccoy, Dalton Education (Formerly With Keir Educational Resources), Burkett Financial Services, Llc, and Midlands Technical College.
Who are Neil Brown's colleagues at AICPA?
Neil Brown's colleagues at AICPA include Terrell Branch, Brittany Champ, Lorraine Tandy, Meredith Gray, and Lilly Gideon.
How can I contact Neil Brown?
You can use AeroLeads to view verified contact signals for Neil Brown at AICPA, including work email, phone, and LinkedIn data when available.
What schools did Neil Brown attend?
Neil Brown holds Master, Business And Accounting from University Of South Carolina.
What skills is Neil Brown known for?
Neil Brown is listed with skills including Estate Planning, Personal Financial Planning, Retirement Planning, Tax, High Net Worth Individuals, Cpa, Investment Management, and Iras.
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