Neil Teubel, CFP® in

Neil Teubel, CFP®

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Partner, Head of Wealth Planning at Corient
📍 Greater Phoenix Area, United States

Neil Teubel is the Partner and Head of Wealth Planning at Corient, where he leads a national team of experts. He focuses on shaping the firm’s strategy to provide an integrated wealth management experience for clients. He holds both bachelors and masters degrees in financial planning from the University of Illinois and Texas Tech University, respectively.

Outside of work, Neil lives with his wife, Jenny, and their three young children, Sienna, Cole, and Ford. He is an active father and spends his free time golfing, hiking, and renovating houses.

He has been recognized by Forbes as one of Americas Top Next-Generation Wealth Advisors multiple times.

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Experience
17 Years
Current Role
Partner, Head of Wealth Planning
Job Level
Mid-senior
Location
Greater Phoenix Area, United States
Personality Overview

How Neil shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Neil cares about

Integrated Wealth Management
He champions a holistic approach, ensuring coordination between a client's accountants, attorneys, and investment professionals to simplify their financial lives.
Estate & Legacy Planning
He frequently shares insights on preparing for the future, including creating estate plans, managing trusts, and securing a family's legacy through intentional planning.
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Career

Work history

9-2023
Partner, Head of Wealth Planning
Corient
8-2020 - 9-2023
Partner, Wealth Advisor
Corient
1-2019 - 8-2020
Partner, Wealth Advisor, Director of Financial Planning
BDF LLC
9-2011 - 1-2019
Wealth Advisor and Director of Financial Planning
BDF LLC
8-2010 - 8-2011
Analyst
Regent Atlantic Capital
In the press

Media appearances

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Education
2009 - 2010
Master's
Texas Tech University
2005 - 2009
Bachelors
University of Illinois Urbana-Champaign
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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