Neil Sosler, CFP®
Designations and Licenses
Neil is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Neil provides strategic financial advice and wealth planning solutions to clients. Prior to joining Mariner Wealth Advisors, he was a partner and senior wealth advisor at Singer Xenos Schechter Sosler, a wealth management firm in southern Florida, where he was a member of their Investment and Marketing Committees. Prior to Singer Xenos Schechter Sosler, Neil was an investment banker at Bear, Stearns & Co., in New York, where he specialized in leveraged finance.
Neil has a bachelor’s degree in art history and government and law from Lafayette College in Easton, PA, and a Finance MBA from University of Miami.
Neil was a Division 1 tennis player in college and still enjoys playing competitively today. He is a member at Royal Palm Tennis Club in Pinecrest, Florida and plays in local tournaments. He also enjoys traveling with his family and fishing. He is the past chairman of the Young Philanthropists of Baptist Health and currently serves on the Baptist Health MCVI Council. He is also a member of the Leadership Committee of Lafayette College.