NestWise Names John Neyer Vice President of Advisor Development

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John will recruit NestWise advisors across the country, with a special focus on New York, California, and the mid-Atlantic region, where NestWise has a partnership with the AAA Mid-Atlantic Club.

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John brings to NestWise a deep understanding of the needs of the middle class and the experience and passion for helping financial advisors reach their full potential

NestWise, a wholly-owned subsidiary of LPL Holdings Inc., designed to provide personal and affordable financial advice to Americans in the middle class, today announced that John Neyer has joined the company as Vice President of Advisor Development. John will recruit NestWise advisors across the country, with a special focus on New York, California, and the mid-Atlantic region, where NestWise has a partnership with the AAA Mid-Atlantic Club.

John has more than 20 years of experience in the financial services industry, having primarily focused on training and developing new to industry and experienced financial advisors. Before joining NestWise, John was responsible for running and growing the southern California branch of Waddell & Reed. Prior to that, he was a Field Vice President at Ameriprise, where he recruited, trained, coached, and mentored financial advisors. He has also served as manager at HSBC. He began his career as a financial advisor at John Hancock Financial Services and Merrill Lynch.

“John brings to NestWise a deep understanding of the needs of the middle class and the experience and passion for helping financial advisors reach their full potential,” said Rudy Bethea, Chief Business Development Officer of NestWise. “We are proud to add John to our team and we look forward to continuing to grow our advisor presence.”

Throughout his career, John has won numerous company and industry awards for his leadership and success. He will be an integral part in shaping NestWise Advisors across the United States.

“I am extremely excited about the opportunity to build a team of professional and caring advisors that can help middle-class Americans access the quality financial advice they deserve,” said John Neyer. “I am thrilled to be a part of this dynamic and passionate team, and I look forward to hitting the ground running.”

About NestWise
NestWise, a wholly-owned subsidiary of LPL Holdings Inc. serves a broad set of financial needs for middle class families and individuals through independent fee-based financial advisors. The company was launched in 2012 to address the compelling need for access to, affordable and personal financial advice among many middle class families and individuals.

NestWise advisors leverage a financial planning platform and managed investment portfolios to provide a range of customized strategies to their clients.

NestWise, a Registered Investment Advisor. NestWise and AAA mid-Atlantic are separate entities.

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Lana Gersten
NestWise
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