Neal Marchant, CPA, PFS
Neal Marchant is the President of Vantage Strategies a position he earned and was named to at the beginning of 2010. Neal uses his education, training, and leadership skills to develop a skilled team able to create best solutions for Vantage Clients. On an individual basis, Neal specializes in thorough and complete analysis of Vantage’s client’s complex financial situations. He is a key team member when it comes to the assessment, development, and implementation of successful client wealth strategies.
Neal spent most of his younger days playing basketball and baseball. His High School success as a baseball pitcher for the Cedar High Redmen got him recruited to play for the 1995-1996 Dixie Rebels baseball team where a back injury put him watching from the sidelines…..”Every sports story has a lesson. My story is that when life takes a tough turn; you don’t quit you just re-focus and build a better plan for yourself.”
Neal understands that in a constantly changing economy there are “wins” and “losses” and, therefore, his client’s financial plans require concentrated thought and focus to ensure a perfect delivery and a financial “win” especially in turbulent times. “I love being a part of a winning team and being able to play a key role in the success of our clients and Vantage Strategies” says Neal.
