- Drew University 1991-1995, B.A. Mathematics, Economics, Madison, NJ
- Enrico Fermi High School 1987-1991, Enfield, CT
- Leadership: drove a $4 billion piece of Aetna business and did it the right way
- Balance: named Academic All-American as a senior baseball player at Drew University (and hit .406)
- Courage: left a great career as an actuary and CFO for a more fulfilling one as a financial advisor
- Giving Back: helped the Golf Fore the Kids charity raise over $600K to fight pediatric cancer
- Personal Wealth Management Services
- Personal Financial Planning
- Investment Management
- Personal Insurance Services
- Wealth Preservation
- Executive Compensation / Retirement Analysis
- Estate Planning
- Personal Tax Solutions
- Series 66
- Series 7
- Fellow of the Society of Actuaries (FSA)
- Accredited Investment Fiduciary (AIF)
- Certified Financial Planner
- College Planning Webinar – May 11th
- Client Appreciation Event – May 18th
- Meat & Greet – June 14th
- Golf Fore the Kids golf tournament – June 28th
Neil Manning, CFp
Life is short so do what you love to do. After years of living the corporate grind, I followed my passion into a career as a financial advisor just as my close college friend was passing away far too soon.. So don’t wait – live your life now!
I became a financial advisor to help people, taking everything I learned about helping corporations to make money and using that to help real people with their money instead. I am a fee-based, independent advisor with Gateway Financial partners in Glastonbury, CT. I work mainly with individuals in their 40’s and 50’s, helping them to grow their investments, protect their family with wills and insurance, and lay out plans for college and retirement.
I started my career in 1995 as an actuary, working for Cigna in Bloomfield, CT. I passed all of the exams to become an FSA (Fellow of the Society of Actuaries) in 2000. I met my first fee-based advisor in 2003, and quickly decided this career was my long-term goal, but the timing for a career change was not right so had to be put on hold. I stayed at Cigna and moved into increasingly larger leadership roles, eventually becoming the CFO of their Medicare businesses from 2006-2010.
I left Cigna for Aetna in 2010 to see if the grass was any greener, becoming the CFO of their Life, Disability and Long-Term Care businesses. I soon determined that it was time to use everything I had learned about making money for the corporation and to apply this to helping individuals and families instead, so I started preparing for the career change which led to me moving to Gateway in 2014.