Neil CanellNeil Canell
Managing Director
Wealth Partner

"I am the primary contact for professional athletic and entertainment clientele."

Awards and Industry Recognition

Barron's

Top 100 Private Wealth Management Teams
2021
Top 1200 Advisors
2022.2021 • 2020 • 2016 • 2015 • 2013 • 2012 • 2011 • 2010 • 2009

Forbes

Best-In-State Wealth Advisor
2022 • 2021 • 2020 • 2019
America's Top Wealth Advisors
2021 • 2020 • 2019 • 2018 • 2016

Financial Times

Top 400 Advisors
2018 • 2016 • 2013

Westfair Communications

Top Wealth Advisor in Fairfield and Westchester Counties
2021 • 2020 • 2019 • 2018

About Neil

Neil has been working in the financial advisory business for over 30 years. In addition to being extremely well- versed in all equity products, he focuses on the fixed income marketplace, specifically municipal and corporate bonds as well as taxable and tax-free bond funds. Neil coordinates client mortgages, debt-refinancing, HELOCs and credit line strategies in conjunction with a mortgage advisor. He is also the Canell Group's primary contact for its professional athlete and entertainment clientele.

Neil joined J.P. Morgan in 2017 to offer his clients the boutique advisory environment and distinctive services available at the firm. He leverages the wide breadth of J.P. Morgan's industry-leading resources to help clients pursue their individualized financial goals. Before joining the firm, Neil was a Managing Director and Chairman's Council member at Morgan Stanley. He received his B.A. from Lehigh University in 1989 and is FINRA Series 7, 31 and 63 securities registered.

Neil has been working in the financial advisory business for over 30 years. In addition to being extremely well- versed in all equity products, he focuses on the fixed income marketplace, specifically municipal and corporate bonds as well as taxable and tax-free bond funds. Neil coordinates client mortgages, debt-refinancing, HELOCs and credit line strategies in conjunction with a mortgage advisor. He is also the Canell Group's primary contact for its professional athlete and entertainment clientele.

Neil joined J.P. Morgan in 2017 to offer his clients the boutique advisory environment and distinctive services available at the firm. He leverages the wide breadth of J.P. Morgan's industry-leading resources to help clients pursue their individualized financial goals. Before joining the firm, Neil was a Managing Director and Chairman's Council member at Morgan Stanley. He received his B.A. from Lehigh University in 1989 and is FINRA Series 7, 31 and 63 securities registered.

Insights

Wealth Planning

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May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

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May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(212) 272-0777neil.i.canell@jpmorgan.com