Awards and Industry Recognition

Forbes

Top Next-Gen Wealth Advisors Best-In-State
2024 • 2023
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
Top Wealth Advisors Best-In-State
2025 • 2024

About Neil

Neil Koricanac is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

Neil is an Executive Director, a Wealth Advisor, and a co-founder of the Ver Bockel Raihle Koricanac Group. Neil works closely with highnet-worth individuals and families, helping them grow, preserve, and transfer their wealth more effectively. He provides tailored advice and guidance to address the specific objectives of each client, accustomed to unwinding the intricacies of their financial lives.

A skilled problem solver, Neil enjoys uncovering creative approaches for a range of financial needs. He values transparency and communication, enabling clients to develop an informed understanding of the opportunities and challenges inherent in managing significant wealth. He also has extensive experience in portfolio analytics and construction. Neil stays apprised of developing themes in the capital markets, sensitive to each client's risk tolerance, time horizons, and investment preferences.

Neil has worked in wealth management for more than a decade. He began his career in 2013 at Merrill Lynch in Chicago, where he served as a Financial Advisor within the Private Banking and Investment Group. In 2019, Neil moved to First Republic Private Wealth Management with his team. He has been a Wealth Advisor with J.P. Morgan Wealth Management since 2023. Neil graduated from Indiana University's Kelley School of Business with a B.S. in Finance. He holds the Certified Private Wealth Advisor®(CPWA®) designation.

CPWA® and Certified Private Wealth Advisor® are registered trademarks owned by IMCA Investment Management Consultants Association®.

Insights

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.