Neil Stalter
CFP®, ChFC®, RICP®, CBEC®
Associate Partner | Wealth Manager
Neil Stalter is a Financial Advisor at Diamond State Financial Group. His practice focuses on those nearing retirement and business owners. Neil helps them create strategies around wealth management, tax-advantaged distribution, retirement income, family planning, estate transfer, business succession, executive compensation, employee benefits and key employee retention strategies. Neil takes pride in his relationships with his clients and the community.
Education
Neil graduated from Villanova University with a Bachelor of Science in Accounting. Neil holds his Series 6, Series 63, Series 7, and Series 65 registrations and Life and Health licenses. He also earned his CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant® (ChFC), Retirement Income Certified Professional® (RICP) and Certified Business Exit Consultant® (CBEC) designations. Neil is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.
Community
Neil serves on the Board of Directors for the Middletown Area Chamber of Commerce and the Delaware Small Business Chamber of Commerce. He is an Ambassador with the New Castle County Chamber of Commerce. Neil also actively volunteers with the Leukemia & Lymphoma Society and in his church.
Personal
Born and raised in Baltimore, Neil and his wife, Melinda, have three sons – Lyle, Ryan, and Jack – and reside in North Wilmington. In his spare time, Neil enjoys exercising at the YMCA, golfing, and watching the Orioles, Ravens and Villanova basketball. In his downtime, you can find him relaxing with family and friends. His favorite job came as a teenager when he served as a batboy for the Baltimore Orioles.