9463

Simplified Financial Advice.

Meet Neal

 

Neal McGrath is the Managing Director, Partner and Wealth Advisor at Carson Wealth. His focus is working with individuals to help them make confident financial decisions and live simpler, more productive lives. Neal strives to accomplish this by providing knowledgeable, objective advice and being a resource for any and all financial and investment questions.

Neal has a unique view on the opportunities available to those of us who live in the United States. Neal’s parents were first generation immigrants from the developing nation of Trinidad and Tobago, and he spent many summers in his parents’ native country as a child. This helped him understand, at an early age, the imbalance that exists in the world and solidified his desire to make the most of the opportunities afforded to him in this country.

Neal spent the first 15 years of his career with Ameriprise Financial, wherein, he achieved their highest distinction of Private Wealth Advisor. He then established Aptus Wealth Planning®️, an advisory firm, held to a fiduciary standard, to focus on serving the complex needs of successful individuals, families, and organizations. Aptus Wealth Planning®️ became a Carson Partner in 2013, the 6th firm in this national network of advisors. Neal is proud to be named one of Forbes Best-In-State Wealth Advisors (PA) for 2022. Neal is one of 17 financial advisors out of the more than 4,000 in the Pittsburgh area who has qualified for the Five Star Wealth Manager Award for 7 years: 2015, 2016, 2017, 2019, 2020, 2021, 2022.

Neal graduated with a Bachelor of Science degree in Business and Finance. He also completed the “Executive Certificate in Financial Planning” program through Duquesne University. Neal successfully passed the Series 7, Series 63 and Series 65 and his Life/Accident/Health examinations. He holds the following designations:

  • ACCREDITED INVESTMENT FIDUCIARY ® (AIF ®)
  • CHARTERED RETIREMENT PLANNING COUNSELOR® (CRPC®)
  • ACCREDITED ASSET MANAGEMENT SPECIALIST® (AAMS®)

Neal is a member of the Financial Services Institute (FSI) along with the Pittsburgh Society of Investment Professionals (PSIP). He is also a part of the Financial Educators Network (FEN) and a member of the Society of Financial Awareness (SOFA). Neal is a current member of the Financial Planning Association® (FPA®).

As a lifelong Pittsburgh resident, Neal lives here with his wife, Anne, and three children, Colman, Norah, and Gabriel. Anne is an Estate Planning attorney practicing in the Pittsburgh area. They both enjoy spending time with their sons and daughter and working on their home, which was built in 1900. They also enjoy reading, traveling, and exploring new restaurants.

Neal is also actively involved in the community. He has taught several retirement planning classes at local universities. Neal has served on the Board of Directors for Autism Speaks and served as a committee chair for the Pittsburgh Walk to End Alzheimer’s.