James D. Neel, MBA
Private Wealth Advisor — Jacksonville, FL
James D. Neel was with Sagemark Consulting / Lincoln Financial Advisors since 2008. He believes his previous 17 years at Merrill Lynch in various roles were an ideal foundation for his current role as Private Wealth Advisor.
Attention to detail, good listening skills and great empathy are symbols of his appreciation by his clients. James works with his clients to create comprehensive financial plans and provide solutions that help meet their unique needs and objectives. "He is driven and fully committed to serving his clients and building long term relationships". James has built his practice on the principles of integrity, trust and understanding.
James holds an MBA from Jacksonville University. He is FINRA Series 7 & 66 registered and is a licensed Life, Health and Annuities agent. His focus is on helping individuals and business owners make the appropriate decisions in the areas of wealth management, investment management programs, retirement income planning, personal risk management, college funding planning and estate planning strategies. James is happily married to his lovely wife Pam and has two great children. Away from the business, he enjoys golfing, coaching and spending time with family and friends.