Neil Teubel, CFP®, is a Partner, Wealth Advisor, and Head of Wealth Planning at Corient Private Wealth, where they collaborate with clients to facilitate informed financial decisions and develop comprehensive financial plans. Previously, they served as a Wealth Manager and Director of Financial Planning at BDF LLC from 2011 to 2022 and worked as an Analyst at Regent Atlantic Capital from 2010 to 2011. Neil obtained a Master’s degree in Personal Financial Planning from Texas Tech University in 2010, following a Bachelor's degree in Financial Planning from the University of Illinois Urbana-Champaign in 2009. Additionally, they have experience as a Graduate Teaching Assistant at Texas Tech University and completed various internships in financial services.
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Phoenix, United States
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