Mike Neff, CFP, CPWAFirst Vice President - Investments
Since beginning my career in 1999 as a municipal bonds specialist at JB Hanauer & Co., my mission has been to provide clients a dependable, ongoing retirement income. After JBH was acquired by RBC Wealth Management in 2007, I expanded my practice to include discretionary advisory services with a focus on dividend equities and comprehensive wealth management. In 2015 I moved my practice to Wells Fargo Advisors.
I graduated from the University of Florida in 1998 with a Bachelor of Science in Business Administration. Continuing my education, I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2011 and Certified Private Wealth Advisor® designation in 2020.
A bay area resident for over 40 years, I live in Tampa with my wife Rene`, our son, and twin daughters. Rene` is the founder and owner of a boutique in Tampa's Hyde Park Village. We are active volunteers for the Humane Society of Tampa Bay, where I serve on planned giving council. I am also a member of the Tampa Bay Estate Planning Council.
Away from the office I enjoy traveling with family and friends, reading, fishing, and Gators football.