Robert W. McNeill is a graduate of Seton Hall University with a Bachelor’s Degree in Business Management. Bob joined Equitable (at that time: Equitable Life) in 1983 as a Financial Advisor. After establishing himself as a top financial advisor, Bob was asked to enter management where he took on the additional roles of training and supervising other financial advisors. Bob spent 18 years performing the dual role of financial advisor and District Manager in the Wall, NJ office of AXA.
Since joining Equitable, Bob has always focused on the insurance and investment needs of his clients. Bob takes the financial welfare of his clients above all else making sure that their wealth is managed appropriately. Bob has consistently focused on educating himself to be able to provide the best advice possible. This educational focus has lead Bob to complete his Chartered Life Underwriter degree as well as his Chartered Financial Consultant designation, both from the American College. Bob’s success entered him admission into AXA’s prestigious Hall of Fame back in 1999.
In 2017, Bob made the decision to resign the management duties and focus his efforts on the needs of his clients. He was inspired by his two sons joining him in the business. Bob and his sons joined the Falcon Financial Group to partner with other successful advisors that Bob had known for over 20 years.
After raising his family in Toms River, NJ, Bob and his wife, Michele, currently reside in Tinton Falls, NJ. Bob enjoyed community service and volunteering and coached both Ice hockey and baseball when his kids were younger. Now, he focuses on his community service and charitable efforts on several nonprofit organizations including Make-A-Wish, American Cancer Society, and The Wounded Warriors Foundation.
Licenses include: Life & Health insurance in numerous states
FINRA Securities registration: Series 6, 7, 63, 65, 24 and 53
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