Senior Vice President
Neil J. Moscicki is a Financial Advisor and has been providing comprehensive wealth management services to his clients since 2000. Neil works with private clients and business owners to create an investment plan tailored to each individual’s unique needs. Neil is a CERTIFIED FINANCIAL PLANNER™ practitioner and believes that creating a financial plan is the cornerstone of every successful relationship.
With his deep experience, commitment to service, and planning background, Neil develops a client profile, works to construct a long-term strategy, and implements a plan to help his clients meet their financial objectives. Before joining the firm, Neil spent over 13 years serving a wide variety of clients at BMO Harris Financial Advisors in the Roselle, Medinah, and Schaumburg markets.
Neil graduated from Northern Illinois University with a bachelor's degree in Finance. Neil attended The University of Chicago Booth School of Business, DePaul University in Chicago, and The American College for Financial Services for advanced financial planning coursework. He holds FINRA Series 7 and 66 Licenses in addition to Illinois Life and Health Insurance Licenses and is a Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® practitioner. Neil is a long time member of the Financial Planning Association, Investment Management Consultants Association, as well as the Bloomingdale Chamber of Commerce and the Roselle Chamber of Commerce.
Neil lives in Wheaton, Illinois with his wife and three children.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP® , which it awards to individuals who successfully complete initial and ongoing certification requirements.
Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA” and “Certified Private Wealth Advisor”. Use of the CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
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