Senior Vice President–Wealth Management
Financial Advisor
Bruce Neal is the Lead Partner of The Neal Wealth Consulting Group. As a Registered Investment Advisor with nearly three decades of experience, Bruce focuses on developing comprehensive financial, estate and wealth management plans for corporate executives and entrepreneurs. Bruce has also provided progressive advisory solutions for corporations, ultra-high net worth clients, endowments, and foundations. As a seasoned Investment Advisor, Bruce has navigated a wide array of market environments to create tailored portfolios, investment solutions and capital allocation decisions to guide clients to their investment objectives. Bruce attended Boston University and graduated from Virginia Commonwealth University with a Bachelor of Science in Economics and Finance.
Senior Vice President–Wealth Management
Financial Advisor
Bruce Neal is the Lead Partner of The Neal Wealth Consulting Group. As a Registered Investment Advisor with nearly three decades of experience, Bruce focuses on developing comprehensive financial, estate and wealth management plans for corporate executives and entrepreneurs. Bruce has also provided progressive advisory solutions for corporations, ultra-high net worth clients, endowments, and foundations. As a seasoned Investment Advisor, Bruce has navigated a wide array of market environments to create tailored portfolios, investment solutions and capital allocation decisions to guide clients to their investment objectives. Bruce attended Boston University and graduated from Virginia Commonwealth University with a Bachelor of Science in Economics and Finance.
Registered Client Associate
Justin is a Registered Client Associate who began his career in the financial services industry in 2018 and joined UBS in 2023.
He is committed to fostering strong client relationships and providing guidance that helps clients achieve their financial goals.
In his free time, Justin enjoys being active outdoors, spending time with his wife, son, and golden retriever, and is actively involved in his local church.
Registered Client Associate
Justin is a Registered Client Associate who began his career in the financial services industry in 2018 and joined UBS in 2023.
He is committed to fostering strong client relationships and providing guidance that helps clients achieve their financial goals.
In his free time, Justin enjoys being active outdoors, spending time with his wife, son, and golden retriever, and is actively involved in his local church.
Executive Director
WMA Salesperson
Executive Director
Structured Solutions Consultant
Executive Director
Wealth Planning Strategist
Wealth Planner
Executive Director
Life Insurance Planning Consultant
Executive Director
WMA Salesperson
Executive Director
Structured Solutions Consultant
Executive Director
Wealth Planning Strategist
Wealth Planner
Executive Director
Life Insurance Planning Consultant
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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