Neil Horowitz

Neil Horowitz, AWMA®, CRPC®
Senior Vice President Medical Wealth Advisor Truist Bank

360 Central Ave

Suite 1700,

Saint Petersburg, FL 33701-3803

Neil.Horowitz@Truist.com

Phone 727-369-5230

Get directions

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About me

Background

With more than 20 years of experience, Neil has built a practice that specializes in working with successful physicians and their families. As a Medical Wealth Advisor at Truist, Neil collaborates with clients to provide individualized solutions to help create, build, and protect wealth. 

3 Things you should know about Neil as your Medical Wealth Advisor:

  1. Neil's goal is to “simplify your life”.  To help simplify your financial life, Neil collaborates and coordinates with resources and specialists within:  Wealth Planning, Credit & Home Financing, Trust Management, as well as Insurance & Asset Protection. This frees up your time to concentrate on things most important to you.
  2. Neil believes client responsiveness is critical; follow up and returning calls should be expected. Understanding a physician’s hectic schedule, Neil can make myself available off hours and weekends by appointment.
  3. Transparency and integrity is key to a successful advisor / client relationship. While no one can control the markets, communication is a deliverable controllable.
Neil holds both the Accredited Wealth Management Advisor® (AWMA®) and Chartered Retirement Planning Counselor® (CRPC®) designations.


Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck

Education

BA, Business Management
Eckerd College 2006

Personal Interests

Neil relocated from the Philadelphia area to Tampa Bay in 1991. He enjoys spending time with his two rescue dogs, volunteering at various rescues, and exploring new eateries and places to travel.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

Locations

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