Neil T Effer, CLU®

Financial Advisor

Professional

Neil Effer began his career as a financial advisor after participating in a Northwestern Mutual Internship program while attending University of South Florida. His passion to help others build financally secure furtures is rooted in watching his parents work tirelessly to provide for their family while struggling to save for a rainy day or for their retirements.

Neil believes that everyone deserves the proper guidance in building a financial road map that provides peace of mind and allows them to focus on what's most important in life. Every client receives a customized, tailored plan that meets their specific needs and goals. Then Neil and his team walk right along side their clients through life's journey and are there to help when financial adjustments are needed.


Accomplishments:

  • Million Dollar Round Table Qualifier 2012-2016
  • National Association of Insurance and Financial Advisors Quality Award - 2012-2013, 2016

Education:

  • Bachelor of Science, Finance - University of South Florida

Volunteerism:

  • Northwestern Mutual Greater Tampa Bay Community Action Committee
    • Supports Alex's Lemonade Stand Foundation
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck