Neil Cashes, CFP®

Director of Wealth Planning at Conway Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Skills

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2022
    - Sep, 2024
  • Disability Insurance
    -
    Jan, 2013
    - Sep, 2024
  • Life Insurance
    -
    Jan, 2013
    - Sep, 2024
  • Long-Term Care Insurance
    -
    Jan, 2013
    - Sep, 2024

Experience

  • Conway Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Wealth Planning
      • May 2021 - Present

      www.conwaywealth.com www.conwaywealth.com

  • Summit Financial, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Advisor
      • Mar 2016 - Present

      www.summitfinancial.com

    • Financial Consultant
      • Apr 2014 - Mar 2016

      www.summitfinancial.com

  • Dead Red Sports / Jersey Shore Prospects
    • Coach / Instructor
      • Dec 2015 - Mar 2017

      Winter workouts for the Jersey Shore Prospects Travel Baseball @ Dead Red Sports Winter workouts for the Jersey Shore Prospects Travel Baseball @ Dead Red Sports

  • Frozen Ropes Training Facility
    • Coach / Instructor
      • Mar 2015 - Oct 2015

      -Coach 10U and 11U travel baseball teams -Private lessons -Coach 10U and 11U travel baseball teams -Private lessons

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative
      • Sep 2013 - Apr 2014
  • Sea Bright Beach Club
    • United States
    • Lifeguard
      • May 2013 - Sep 2013

      Ensure the safety of swimmers in both the club pool and ocean Ensure the safety of swimmers in both the club pool and ocean

  • Giordano, Halleran & Ciesla
    • United States
    • Law Practice
    • 1 - 100 Employee
    • Intern
      • Dec 2012 - Jan 2013

      Supported Attorney's with legal filing and record keeping during winter break Supported Attorney's with legal filing and record keeping during winter break

    • Head Beach Boy/Bus Boy
      • May 2007 - 2012

      -Managed a staff of sixteen -Responsible for scheduling -Responsible for overseeing daily operations at the club -Managed a staff of sixteen -Responsible for scheduling -Responsible for overseeing daily operations at the club

Education

  • Drew University
    Bachelor of Arts (BA)
    2009 - 2013
  • Red Bank Regional High School
    2005 - 2009

Community

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