Neil Horowitz Photo

Neil Horowitz , AWMA®, CRPC® Medical Client Advisor

-Hide Locations

360 Central Ave. Suite 1700

St. Petersburg, FL 33701

Check the background of this investment professional on FINRA's BrokerCheck

About

Neil Horowitz is a Medical Client Advisor with SunTrust Private Wealth Management. He offers clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. Neil is a native of southern New Jersey and is a graduate of Eckerd College. He has earned the professional designations of Chartered Retirement Planning CounselorSM (CRPC®) and Accredited Wealth Management AdvisorSM (AWMA®) through the College of Financial Planning.

As part of the Medical Specialty Group, Neil works with a team of experts whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in his market. Together they develop a holistic financial plan that meets their clients' short and long-term goals.

Neil holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Neil takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

Continue Reading