Robert W. McNeill, Jr. began his career with Equitable in 2010 as a Financial Advisor. His expertise as a Financial Advisor was apparent, as he quickly achieved many distinguished awards at Equitable, including the prestigious National Leader Corp. Robert believed that financial planning required continuous exposure to products, philosophies, and strategies and thereby dedicated himself to gaining advanced knowledge of the industry. Recognizing that a combination of knowledge and paramount service was the best way to help his clients achieve financial success, Robert earned his Certified Financial Planner designation, considered to be the most valuable degree for financial professionals, the Chartered Financial Consultant designation, and the Chartered Life Underwriter designation. In addition to knowledge, Robert believes that a solid financial plan, regular communication and strategic guidance are the keys to offering his clients confidence in their long term financial plans.
Robert graduated from Monmouth University in 2010 with a B.A. in Business and a Concentration in Finance. He chose to pursue a career in business because of his passion for studying the stock market and his interest in business development. His curiosity about the field of finance began at the young age of 13, when he researched and tracked stocks of several companies that piqued his interest. He expanded his understanding of the field with the support of his father, Robert McNeill, Sr., who is a distinguished Equitable Hall of Fame Member. When Robert joined Equitable in 2010, he began working collaboratively with his father, Bob Sr. Today, Robert is part of a family business working closely with both his father and brother. His father began their organization 35 years ago and in partnering with his sons has established an extremely successful financial planning practice which provides a client centered approach to financial management, focusing on the specific needs and goals of each individual.
In 2017 the McNeill family decided that the next step in growing their family business was to partner with the Falcon Financial Group, another partnership at Equitable. This group is comprised of several successful advisors who Robert and his family have worked collaboratively with throughout their careers. By teaming with other professionals, they are able to leverage the expertise of the other members of the Falcon Financial Group and continually improve advice, guidance and service to their new and existing clients.
Currently, Robert, his wife Anita, and their son, Logan, reside in Brick, NJ. He is an avid sports fan and enjoys playing hockey and football and competing in various tournaments. He supports the Special Olympics and The Wounded Warrior Project as well as several other charities.
Licenses: Life and health insurance in various states.
FINRA Securities registration: Series 7, Series 66.
CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
CA Insurance Lic. #0M66834
California Insurance License #: 0M66834
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The Falcon Financial Group, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.