Neil E. Weiss
VP COASTAL WEALTH CONSULTING
Management
Committed to ethical leadership, advisor development, and lifelong client relationships.
Neil E. Weiss is Vice President of Coastal Wealth Consulting, where he is responsible for recruiting professional sales personnel and developing marketing plans to support their long-term career success. With a focus on high ethical standards and a client-first mindset, Neil has built his career around creating a professional business environment rooted in quality service and trusted relationships.
Neil brings decades of experience to his role and is a Life Member of the Million Dollar Round Table. He has qualified for the Leaders Conference 17 times between 1996 and 2012 and earned recognition as a Management Conference Qualifier in both 2008 and 2009. These achievements reflect his longstanding leadership and production excellence.
Neil is a member of the AEPi South Florida Alumni Association and has been a resident of Delray Beach, Florida for 18 years. Outside of work, he enjoys spending time with his wife Lisa and their two children, Savannah and Forest. His hobbies include golf, tennis, travel, and following the stock market.
Career Snapshot
17-Time Leaders Conference Qualifier
(1996–2012)
2-Time Management Conference Qualifier
(2008, 2009)
Life Member
– Million Dollar Round Table
Media Gallery.
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
Ca insurance license #xxxxx | state of domicile: xx
Ar insurance license #xxxxx | state of domicile: xx
I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
