Todd Neal is a director in the Palm Beach, Florida office. Todd was previously an advisor with Wells Fargo Family Wealth. Todd has past experience in wealth transfer and generational planning, tax, and investments. He has significant experience advising ultra-high-net-worth families, specifically in wealth transfer planning, insurance consulting, investments, and financial planning.
Prior to joining Calibre in 1999, Todd was affiliated with Prudential Preferred Financial Services as an advisor in the Palm Beach market. He started his career practicing trust, tax, and estate law in 1987.
Todd earned his juris doctor degree and bachelor’s degree from the University of Florida. He is currently a member of the Florida Bar Association.