Neil Isler

Neil Isler is a trusted financial advisor known for delivering customized wealth management strategies built on more than 20 years of industry experience. As Senior Vice President at Stifel, Neil assists clients with investment planning, retirement strategies, estate planning, and tax-efficient solutions. He holds Series 7, 63, and 65 licenses, along with the Chartered Retirement Plans Specialist designation. Neil’s background in liability claims administration brings a risk-aware mindset to every financial plan. He takes pride in providing guidance that’s easy to understand and consistently focused on clients’ long-term success. Neil’s commitment to personalized planning extends to his work with his son, Joseph, who joined the practice in 2024, allowing them to serve families across generations. A caring husband and a devoted father of four, Neil understands the value of legacy and strives to help clients preserve their wealth across lifetimes.