Robert W. McNeill, Sr., ChFC®, CLU®

Background, Focus Areas and Recognition:
Robert W. McNeill is a graduate of Seton Hall University with a Bachelor’s Degree in
Business Management. Bob joined Equitable (at that time: Equitable Life) in 1983 as a
Financial Advisor. After establishing himself as a top financial advisor, Bob was asked
to enter management where he took on the additional roles of training and
supervising other financial advisors. Bob spent 18 years performing the dual role of
financial advisor and District Manager in the Wall, NJ office of Equitable.

Since joining Equitable, Bob has always focused on the insurance and investment
needs of his clients. Bob takes the financial welfare of his clients above all else making
sure that their wealth is managed appropriately. Bob has consistently focused on
educating himself to be able to provide the best advice possible. This educational
focus has led Bob to complete his Chartered Life Underwriter degree as well as his
Chartered Financial Consultant designation, both from the American College. Bob’s
success entered him admission into Equitable's prestigious Hall of Fame back in 1999.

In 2017, Bob made the decision to resign the management duties and focus his efforts
on the needs of his clients. He was inspired by his two sons joining him in the business.
Bob and his sons joined the Falcon Financial Group to partner with other successful
advisors that Bob had known for over 20 years.

Personal:
After raising his family in Toms River, NJ, Bob and his wife, Michele, currently reside in
Tinton Falls, NJ. Bob enjoyed community service and volunteering and coached both
Ice hockey and baseball when his children were younger. Now, he focuses on his
community service and charitable efforts on several nonprofit organizations including
Make-A-Wish, American Cancer Society and The Wounded Warriors Foundation.

My Professional Qualifications:
• Chartered Life Underwriter, (CLU®)
• Chartered Financial Consultant, (ChFC®)
• FINRA Securities Registrations: Series 6, 7, 24, 53, 63 and 65
• Licenses: Life & Health insurance in numerous statesVisit my web site!

The Falcon Financial Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.