Neil Stalter, CFP®, ChFC®, CBEC®
Financial Life Plans for today with a clear vision for tomorrow.
Neil Stalter is a Financial Advisor at Diamond State Financial Group. He graduated from Villanova University with a Bachelor of Science in Accounting. Neil currently holds his Series 6, Series 63, Series 7 and Series 65 registrations, as well as his Life and Health licenses. He has also earned his CERTIFIED FINANCIAL PLANNER™ certification and his ChFC® and Certified Business Exit Consultant® designations. His practice focuses on business owners and those nearing retirement and he finds innovative solutions to fit their individual needs. Neil works closely with business owners, helping to create tax-advantaged retirement distribution, business succession, retirement strategies, executive compensation and key employee retention strategies.
Neil is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Born and raised in Baltimore, Neil and his wife, Melinda, have three sons - Lyle, Ryan and Jack - and reside in North Wilmington. Neil serves on the Board of Directors for the Middletown Area Chamber of Commerce and is an active member of the Delaware Small Business Chamber of Commerce. He is active in volunteering with the Leukemia Research Foundation of Delaware and participates in several 5k runs for charity. In his spare time, Neil enjoys exercising at the YMCA, golf, the Orioles, Ravens and Villanova basketball; and relaxing with family and friends. His favorite job came as a teenager when he served as batboy for the Baltimore Orioles.