Neil McPeak earned a bachelor's degree in accounting from Drexel University before joining a predecessor firm of Wells Fargo in 1981. He has received local and industry-wide recognition for his capabilities as a financial advisor. Neil has been named a Premier Advisor (one of our firm's special recognition levels) every year since 1993, and has most recently been named one of Barron's Top 1,000 Financial Advisors for 2011, 2012, 2013, 2014, 2015 and Barron's Top 1,200 Financial Advisors in 2016 and 2017. His work ranges from investment planning to portfolio management services. To implement his strategies, Neil draws upon a broad range of investment alternatives to help achieve the optimum fit for each client's specific goals and objectives.
The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
Michael J. Weeks joined the McPeak Wealth Management Group in 1997 with a degree in finance from Stockton University. As a CERTIFIED FINANCIAL PLANNER™ practitioner and a Financial Advisor with over 20 years of experience, he helps individuals and small businesses achieve their retirement and investment plan goals. To gain further knowledge and expertise, he also received his Master of Science in Personal Financial Planning. He assists clients throughout their life to help them accumulate wealth and help them manage that wealth during their retirement. His other areas of focus include creation and monitoring of asset allocation models for mutual funds and exchange-traded funds, small business retirement plans including 401(k) plans, and options strategies.
Options involve risk and are not suitable for all investors. Before opening an option position, a person must receive a copy of "Characteristics and Risks of Standardized Options." This document is available from Michael Weeks at Wells Fargo Advisors at 1201 New Road, Suite 206, Linwood, NJ 08221 | 609-926-7861. Please read it carefully before investing.
Kyle Roffina joined the McPeak Wealth Management Group in 2018. As a Financial Advisor, Kyle supports the group’s investment planning and new client acquisition efforts. Kyle graduated magna cum laude from Villanova University in 2016 with bachelor’s degrees in finance and international business. Prior to joining the group, Kyle worked for Janney Montgomery Scott as a financial paraplanner in Philadelphia. He holds his Series 7, Series 66 registrations and life, accident, and health insurance licenses. He is currently studying to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Outside of the office, Kyle enjoys spending time on the beach in Margate, NJ, and is an avid sports fan.
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