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Neal D Vasso, Private Wealth Advisor serving the Dallas, TX area - Ameriprise Advisors

Neal D Vasso

CFP®, APMA

Private Wealth Advisor

Vasso & Associates
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Small Business
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 24
  • Series 63
  • Series 7
  • Group 1

Education

  • University of Central Oklahoma - Bachelor’s of Science in Accounting

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2023
  • Ameriprise Circle of Success, 2005-2023
  • Five Star Wealth Manager, 2012-2021, 2023
  • Ameriprise Chairman's Advisory Council, 2012-2020
  • Ameriprise Circle of Success Hall of Fame, 2017

Professional associations

  • Financial Planning Assocation
  • Estate Planning Council
  • Christian Franchise Advisor Network

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Marvin Methodist Church
  • Boy Scouts of America - Troop 369
  • Tyler Legacy High School
  • Tyler Rotary Club Member
  • Kourage Health
  • For The Silent

Interests

I have been happily married to my wife Stephanie for over 25 years. I grew up in Oklahoma, began my career in Dallas, Texas, and have lived in Tyler, Texas since 2001.

We have four sons: Jake, Zeph, Garrett, and Nick. Three are Eagle Scouts.

I was a den leader for the Boy Scouts of America, and I am currently an active adult member of the organization.

I have been competing in triathlons since 2010, and I plan to compete in the Rose City Tri in Tyler, Texas in Fall 2023.

I enjoy golfing, traveling with my family, hiking, basketball, and water activities.