Neil McPeak Jr.

Managing Partner

Neil McPeak, Jr. joined the McPeak Wealth Management Group of Wells Fargo Advisors in 2010 with a B.S. in Economics and concentration in finance from the Wharton School of the University of Pennsylvania. Working with both individuals and institutions, Neil is responsible for analyzing complex financial situations and providing custom tailored investment solutions to fit clients’ needs. In March 2013, Neil became a CERTIFIED FINANCIAL PLANNER™ practitioner. Prior to joining the McPeak Wealth Management Group, Neil trained with the U.S. Rowing National Team at the Olympic Training Center in Chula Vista, CA. Neil lives in Linwood, NJ, is an avid supporter of Penn Rowing, serves on the board of St. Augustine Prep and the board of trustees of Cancer Support Community New Jersey at Gilda’s Club.

CA Insurance License Number: 0K01635. Resident State NJ