Neil Rinehart Neil is a First Vice President, Senior Financial Advisor, and qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Neil has over 35 years of experience in the financial services industry. He received both his B.A. and his M.B.A. from the University of Iowa before beginning his investment career in Dallas in 1977. A few years ago he even wrote a book with a theme that conveyed his passion for both sports and investing. Neil enjoys volunteering with Junior Achievement USA, and he is a member of the University of Iowa Alumni Association and Christ United Methodist Church (Plano, TX). He and his wife Sheila enjoy traveling, food and wine, and spending time with their children and grandchildren.