Neil McPeak

Neil McPeak

Managing Director - Investments at Wells Fargo & Company

Location:
420 Montgomery Street, San Francisco, California, United States
HQ Phone:
(415) 396-4000

General Information

Experience

McPeak Investment Group

Education

bachelor's degree  - accounting , Drexel University

Affiliations

Board Member  - St. Augustine College Prep.

Board of Trustees Member  - GCHS Expands Alumni

Senior Vice President of Investments  - Prudential

Recent News  

Neil McPeak is the managing director of investments at Wells Fargo Advisors, a position in which he oversees investment planning and portfolio management services.
Born in Gloucester, New Jersey, Neil is a graduate of Drexel University, where he earned a bachelor's in accounting before joining Wachovia Securities, a predecessor group of Wells Fargo. He has been named to the chairman's council of the firm every year since 1993, and was named among Barron's Top 1,200 Financial Advisors of 2015. With Co. Donegal-based great-grandparents on both sides of the family, Neil is a third-generation Irish American. "The Irish culture has shaped my life through caring and a hard work ethic," he says. "This is reflected in my business and enables me to continue doing what I enjoy the most: helping others in all financial circumstances." Neil has a wife, Barbara, and four children, Neil Jr., Matthew, Lauren, and Kara. Neil McPeak Visit Profile

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Neil McPeak, Linwood, New Jersey

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Neil McPeak
Managing Director - Investments Neil McPeak earned a bachelor's degree in accounting from Drexel University before joining a predecessor firm of Wells Fargo Advisors in 1981. He has received local and industry-wide recognition for his ability as a financial advisor. Neil has been named to the Chairman's Council (one of our firm's special recognition levels) every year since 1993, and has most recently been named one of Barron's Top 1,000 Financial Advisors for 2011, 2012, and 2013*. His work ranges from investment planning to portfolio management services. To accomplish the desired results, he draws upon a broad range of investment alternatives to help achieve the optimum fit for a client's specific goals and objectives. Neil McPeak Jr., CFP® Financial Advisor Neil McPeak Jr. joined the McPeak Investment Group of Wells Fargo Advisors LLC in 2010 with a B.S. in Economics and Concentration in Finance from the Wharton School of the University of Pennsylvania. In March 2013 Neil became a CERTIFIED FINANCIAL PLANNERTM Practitioner (CFP®).Working with both individuals and institutions, Neil is responsible for analyzing complex financial situations and providing custom tailored investment solutions to fit client's needs. Prior to joining the McPeak Investment Group of Wells Fargo Advisors LLC, Neil trained with the US Rowing National Team at the Olympic Training Center in Chula Vista, CA.

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