Investment Advisor Representative
Brett Neal has over 30 years of experience in portfolio management and retirement planning. He has built his business on designing customized investment portfolios to help clients grow, protect, and distribute assets over their lifetimes. Brett grew up in a small family business where he learned the value of hard work and the importance of building long, successful customer relationships. As a result, Brett serves many families throughout multiple generations. He educates his clients so they know what they own and why they own it, and he practices the same investing principles for himself that he recommends to his clients.
Originally from central Nebraska, Brett moved to Lincoln in 1987 to attend the University of Nebraska-Lincoln where he received a Bachelor of Science in finance. He started his career as a Financial Advisor with Shearson Lehman Brothers (now Morgan Stanley Smith Barney) offering investment management. Brett remained with the company through various mergers and acquisitions until 2005 when he joined Lincoln Capital.