Neil H. Email and Phone Number
Neil H. work email
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Neil H. personal email
Neil H. phone numbers
Your financial plan shouldnβt be so complicated you leave the meeting wondering if the advisor was speaking a foreign language; AND they actually were talking about YOUR money. We have been helping individuals find financial success and stability for many years and explain it in a concise and clear manner. We take the guesswork out of investing by being sophisticated behind the scenes but removing the jargon when communicating your plan.I grew up in Western KY with my five siblings, a millwright working father and a fun-loving mother who taught us how to enjoy life and make the most out of what we had. Growing up in a middle-class family sparked a deep desire for personal growth and finer things in life. I pursued higher education at the University of Kentucky to learn everything I could about money and investing. Once I graduated, I entered the financial service industry fully self-employed (school of hard knocks) and have not looked back.My biggest passion has been for helping others achieve their financial goals. I have completed countless hours of continued learning to stay on the cutting edge of what's happening in the industry to provide the best strategies for my clients. I was honored to receive numerous industry awards, qualifications, and various accolades, but I'll spare you the details.In my personal life, I have a loving wife of 35+ years, along with two irreplaceable Golden Doodles. We enjoy traveling with our three grown children on as many occasions as possible. I love tinkering in my rose garden, making live-edge tables, watching most sports, and sometimes simply doing nothing but having friends around for good conversation.
Envisage Wealth Advisors
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Founder/OwnerEnvisage Wealth Advisors Jan 2004 - PresentLexington,KyFormed in 2004 as a continuation of services offered since 1981. Providing wealth building strategies and distribution strategies to individuals.
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Osj/Branch SupervisorThe O.N. Equity Sales Company Jan 2004 - PresentLexington, Kentucky AreaThe Broker Dealer of Ohio National Financial Services. Full service broker dealer with many security offerings to satisfy the planning needs of our clients. Acting OSJ since 2004 with shared suitability, training and compliance responsibilities for over 10+ reps. -
Sales RepresentativeThe O.N. Equity Sales Company Jan 1983 - Present
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Affiliated With Ohio NationalOhio National Life Insurance Sep 1981 - Sep 2022Affiliated with Ohio National since 1981, sourcing value added Life insurance contracts, top-line disability coverage, and advanced planning techniques. Building a strong base of representatives with similar goals and clientele. ______________________________________________________________________________Licensed to sell insurance and annuity products in FL, IN, KY, NC, OH, and WV. Insurance and annuity products are issued by Ohio National Life Insurance Company and Ohio National Life Assurance Corporation. Product, product features and rider availability vary by state. Issuers not licensed to do business and products not distributed in AK,HI or NY. Guarantees are based upon the claims-paying ability of the issuing insurance company.Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC One Financial Way, Cincinnati, Ohio 45242, 513-794-6794. Investment Advisory Services offered through O.N. Investment Management Company.Registered products (including variable annuities) are sold only by prospectuses, which can be obtained through your registered representative. Before investing, investors should read and consider carefully the product and any underlying fund prospectuses, which contain more complete information about investment strategies, fees, charges, risk factors and other factors that may apply. As with any investment, investing in variable portfolios involves risk, including possible loss of principle. Past performance is no guarantee of future results. -
Sales Representative-Self EmployedSoutheastern Financial Sep 1981 - Jan 2004
Neil H. Skills
Neil H. Education Details
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Business Administration -
Chartered Life Underwrter
Frequently Asked Questions about Neil H.
What company does Neil H. work for?
Neil H. works for Envisage Wealth Advisors
What is Neil H.'s role at the current company?
Neil H.'s current role is Founder at Envisage Wealth Advisors π° Building/Protecting Client Wealth π° Protecting Cashflow π° Retirement Distributions π° Building Life Long Relationships π°.
What is Neil H.'s email address?
Neil H.'s email address is nh****@****gky.com
What is Neil H.'s direct phone number?
Neil H.'s direct phone number is +185922*****
What schools did Neil H. attend?
Neil H. attended University Of Kentucky, The American College Of Financial Services.
What are some of Neil H.'s interests?
Neil H. has interest in Shooting Sporting Clays, Soccer, Traveling, New Technologies, Photography, Sailing, Toria 19, Adam 21.
What skills is Neil H. known for?
Neil H. has skills like Wealth Management, Life Insurance, Investments, Retirement Planning, Financial Services, Portfolio Management, Retirement, Financial Risk, Finra, Fixed Annuities, Series 7, Business Planning.
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