Neil CanellNeil CanellManaging DirectorWealth Partner
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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
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
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 NowTax 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