I have been a financial advisor with Edward Jones for over 20 years and a regional leader with the firm since 2010, leading over 50 branch teams. Prior to joining Edward Jones, I traveled the world as a CPA for Honeywell International. I hold the AAMS® professional designation from the College for Financial Planning.
Saving and investing have been a part of me for as long as I can remember. My first memories were in middle school, when my grandpa would give me a dollar for helping and I would put it in a box. One day my mom found the box and it contained over $50! In high school, I attended my first investment seminar and started investing, learning that money provides opportunity.
Following a strategy meeting where I understand what is most important to my clients, I build personalized financial strategies by using an established process and develop strategies designed to achieve the client's goals. Once the customized strategy is implemented, I maintain regular contact with my clients, informing them of any developments and making recommendations for their changing needs. I also regularly collaborate with CPAs, attorneys and other professionals.
It is my pleasure to serve a wide variety of clients, from individuals to families to business owners. I assist multi-generational families to protect and transfer wealth. I work through client life-altering events such as healthcare challenges, the death of a loved one and divorce. With business owners, I assist with asset accumulation, tax reduction and succession plans. Setting retirement goals and creating distribution strategies afford my clients more options to enjoy retirement - a true passion of mine.
In my spare time, I enjoy traveling, fishing, woodworking, four-wheeling and spending time with my wife, Maria, and our two children, Sawyer and Elise. My favorite hobby is collecting sports cards, and being from Wisconsin, I am an avid Green Bay Packers fan.
I look forward to earning your trust and business.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- College Savings
- Entrepreneurs & Business Owners
- Insurance & Annuities
Phone NumberNeil R Draxler at (303) 460-9661
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More