Neil Singal, CPM®, CRPC™
Senior Vice President | Wealth Management Advisor@ Merrill Lynch
Farmington Hills, Michigan, United States
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Neil Singal, CPM(r), CRPC(tm) is a highly experienced wealth management advisor with 24.9 years of work experience. He is based in Detroit, Michigan, and has worked with a diverse range of clients, including business owners, attorneys, physicians, CPAs, and non-profit organizations. Neil's expertise lies in wealth transfer, asset management, retirement planning, and estate planning services. He is known for his dedication to addressing client concerns and priorities, and his ability to prepare for key transitions. Neil is dedicated to staying active and healthy in his career. Outside of work, he enjoys spending time with his wife, Shani, and four children.
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Emails and Phone Numbers

@gmail.com
@ml.com
+1 866706****
+1 212449****
+1 212236****
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About

I consider myself quite fortunate. Outside of serving on the advisory board of numerous non-profit organizations, I am continually inspired by generations of affluent client families in the Detroit area and across the country. While each client has particular concerns and priorities, many share similar stories of enjoying professional success through hard work, sacrifice and perseverance. Along with our stellar support staff, Moran, Singal & Associates are as motivated as the clients we serve. Rather than simply react to their personal circumstances, our highly attentive and disciplined wealth management approach is designed to help clients prepare for key transitions. Some wish to retire comfortably, leave a legacy and also serve the community.We primarily serve business owners, attorneys, physicians, CPAs, and non-profit organizations as well as active and retired automotive, manufacturing and banking executives.What makes our approach unique is sensitivity to clients during difficult times or perhaps when retirement is approaching. We work to engage closely with all family members. In addition to frequent communication, we often arrange discussions with clients' children to provide financial education and help explain the consequences of intergenerational wealth strategies and decisions.Being in the wealth management industry longevity is of upmost importance, I therefore have committed to staying active and healthy in my time away.  Outside of my professional career I enjoy spending much time with my wife, Shani, and our four children along with cycling often and playing golf on occasions.I encourage you to contact me and connect with our team at a time of your convenience.Email: [email protected]: 248.488.5202Website: www.fa.ml.com/msandassociates

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Work Experience

2 World Financial Center, New York, NY, 10281, US

Financial Services

36041
Phone
+1 8667068321

Neil Singal, CPM®, CRPC™'s Professional Milestones

  • Senior Vice President | Wealth Management Advisor (1999-01-01~): Developing and implementing strategic wealth management strategies to maximize profitability and drive sustainable growth.
  • Wealth Management Advisor | Senior Vice President (1999-01-01~): Developed and implemented strategic investments, driving financial growth and improving profitability.

Education

Wayne State University
Wayne State University

Bachelors

1997-01-01-1998-01-01
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