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1777 Main St
Sarasota, FL 34236-5812
Neil Horowitz is a Medical Wealth Advisor with Truist Bank, and specializes in working with physicians and their families. With more than 20 years of experience and a big picture approach to helping clients manage both assets and liabilities, he collaborates with clients to provide individualized solutions to help create and build wealth. Neil holds both the Accredited Wealth Management AdvisorSM (AWMA®) and Chartered Retirement Planning Counselor™ (CRPC®) designations.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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
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