Qualifications

William R. Neubauer, MBA^®, CFP®

Financial planning and investment management services are provided by Bill Neubauer. With more than 25 years of experience in the financial services industry, Bill has established a reputation as a strategic thinker who enjoys working with other financial planners to advance industry knowledge and best practices.

Prior to starting his own practice in 2001, Bill served as the senior executive responsible for Bank of America’s Private Bank in South Florida. In that capacity, he led a team of 30 professionals including CPAs, CFPs, tax attorneys, portfolio managers, and estate planning experts. His team provided financial advice to high net worth clients and managed in excess of $1 billion in assets.

Bill graduated from Florida State University magna cum laude with a major in finance and investments. He subsequently earned a Master of Business Administration (MBA^®) degree summa cum laude. He has also completed post-graduate work in credit and financial management at the University of Virginia and investment management at Dartmouth College. Bill is a Certified Financial Planner™ and a NAPFA-Registered Financial Advisor.

A long-time resident of South Florida, Bill has always maintained an active involvement in the local community. He currently serves on the University of Miami's Citizens Board and enjoys working out daily at the UM Wellness Center. He has also served terms on the boards of the Miami Art Museum, Jackson Memorial Hospital Foundation, Historical Museum of South Florida, Junior Achievement of Greater Miami and the New World School of the Arts.

Bill resides in a waterfront home in Coral Gables, Florida which also serves as the company headquarters. In his free time, Bill enjoys the beach, boating, scuba diving, foreign travel and listening to books on his iPhone and iPod.