Neil Horowitz

Neil Horowitz, AWMA®, CRPC®
Medical Wealth Advisor Truist Bank

1777 Main St

7th Floor,

Sarasota, FL 34236-5812

About me

Background

I am a Medical Wealth Advisor with Truist Bank, and specialize 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, I collaborate with my clients to provide individualized solutions to help protect and build wealth. I hold 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. 

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

Education

BA, Business Management
Eckerd College 2006

Personal Interests

I relocated from the Philadelphia area to Tampa Bay in 1991, and spend time with my 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

To
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