Neil Sawicki
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Neil Sawicki is the Resident Director and Wealth Management Advisor at Merrill. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Neil works with families and small business owners to proactively develop financial plans aligned with their goals and aspirations.
Before joining Merrill, Neil served four years on active duty in the U.S. Army in the Judge Advocate General's Corps and practiced as a civilian attorney for over 20 years. His background as a small business owner and legal advisor provides him with a unique perspective in understanding clients' priorities. Neil is a graduate of Michigan State University and earned his Juris Doctorate from the University of Detroit School of Law. He is a member of the American Legion and is involved in local children's schools.
Neil was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as a member of the Wyandotte team. Outside of work, he enjoys chess, football, golfing, hunting, and spending time with his family. He emphasizes a personalized approach to financial advising that centers on understanding what matters most to each client.
Expertise
Wealth management
Business ownership considerations
Business Financial Management
General retirement planning
Occupation focus
Founder/Business Owner
Attorney
Work history
Bank Of America, N.a.
2014 - Present (12 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2014 - Present (12 years)
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