Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Group Benefits, Business Succession Planning, Risk Management Strategies
In July of 2012, Neville began his career at The Vanguard Group, Inc. as a Client Relationship Associate. Less than a year later, Neville was promoted twice and served as an Institutional Equity Trader on Vanguard’s Trading Desk. Though Neville was very appreciative for the opportunity he was given at Vanguard, he knew he wanted more exposure to the capital markets along with an entrepreneurial atmosphere.
This decision led Neville to join HF Financial in May of 2014. Neville has already distinguished himself by being active in his pursuance of higher industry learning by pursuing additional accreditations and registrations including a securities principal registration. Neville is a key member of the MassMutual Carolinas Wealth Management team which brings a breadth of experience in developing investment strategies for advisors and their clients. Neville has taken further responsibilities of actively analyzing, monitoring, and establishing corporate retirement programs for the firm. For this role, he actively supports plan sponsors, human resources and employees of companies both on a local and national basis.
As a former resident of Asheville, NC, Neville enjoys the beauty of the Carolinas as it relates to its diverse landscape.
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4350 Congress Street Suite 300
Charlotte, NC 28209