Robert McNeill, Jr., CFP®, ChFC®, CLU®
CERTIFIED FINANCIAL PLANNER™ professional
Background, Focus Areas and Recognition:
Robert W. McNeill, Jr. began his career with Equitable in 2010 as a Financial Advisor. His
expertise as a Financial Advisor was apparent, as he quickly achieved many distinguished
awards at Equitable, including the prestigious National Leader Corp. Robert believed that
financial planning required continuous exposure to products, philosophies, and strategies and
thereby dedicated himself to gaining advanced knowledge of the industry. Recognizing that a
combination of knowledge and paramount service was the best way to help his clients achieve
financial success, Robert earned his Certified Financial Planner designation, considered to be
the most valuable degree for financial professionals, the Chartered Financial Consultant
designation, and the Chartered Life Underwriter designation. In addition to knowledge, Robert
believes that a solid financial plan, regular communication and strategic guidance are the keys
to offering his clients confidence in their long-term financial plans.
Robert graduated from Monmouth University in 2010 with a B.A. in Business and a
Concentration in Finance. He chose to pursue a career in business because of his passion for
studying the stock market and his interest in business development. His curiosity about the
field of finance began at the young age of 13, when he researched and tracked stocks of
several companies that piqued his interest. He expanded his understanding of the field with the
support of his father, Robert McNeill, Sr., who is a distinguished Equitable Hall of Fame
Member. When Robert joined Equitable in 2010, he began working collaboratively with his
father, Bob Sr. Today, Robert is part of a family business working closely with both his father
and brother. His father began their organization 35 years ago and in partnering with his sons
has established an extremely successful financial planning practice which provides a client
centered approach to financial management, focusing on the specific needs and goals of each
individual.
In 2017 the McNeill family decided that the next step in growing their family business was to
partner with the Falcon Financial Group, another partnership at Equitable. This group is
comprised of several successful advisors who Robert and his family have worked collaboratively
with throughout their careers. By teaming with other professionals, they are able to leverage
the expertise of the other members of the Falcon Financial Group and continually improve
advice, guidance and service to their new and existing clients.
Personal:
Currently, Robert, his wife Anita, and their two son’s, Logan and Landon, reside in Brick, NJ. He
is an avid sports fan and enjoys playing hockey and football and competing in various
tournaments. He supports the Special Olympics and The Wounded Warrior Project as well as
several other charities.
My Professional Qualifications:
• CERTIFIED FINANCIAL PLANNER™ professional, (CFP®)
• Chartered Life Underwriter, (CLU®)
• Chartered Financial Consultant, (ChFC®)
• FINRA Securities Registration: Series 7 and 66
• Licenses: Life and Health insurance in various states
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The Falcon Financial Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
California Insurance License #: 0M66834