Neil Thobani

Neil Thobani has had a diverse range of roles in the financial industry. Neil started their career at the Capital Companies Group, where they worked as an Internal Sales, Service & Marketing Associate. In this role, they provided product support to external investment wholesalers and handled client inquiries and requests.

Neil then joined Morgan Stanley as an Associate Financial Advisor. Here, they collaborated with a team of Financial Advisors to build client relationships, develop comprehensive financial plans, and exceed annual sales quotas. Neil was recognized for their high level of integrity, dedication, and passion, and achieved multiple yearly growth awards.

After their time at Morgan Stanley, Neil worked at Wells Fargo Advisors as a First Vice President Financial Advisor. In this position, they provided retirement planning, investment advice, estate planning, and tax strategies to individual clients and businesses. Neil also conducted outbound calls and held review meetings with existing clients.

Most recently, Neil joined SmartFinancial as the Associate Vice President of Client Services. Prior to this role, they served as the Director of Client Services, where they led a team in meeting client and organizational objectives. Neil created and executed innovative strategies for driving growth, fostering a productive work environment, and achieving revenue goals.

Throughout their career, Neil has consistently surpassed revenue targets and Key Performance Indicators (KPIs) while driving results. Neil has proven sales capabilities and a strong knowledge of various types of insurance and investment products. Neil is known for their ability to build strong client relationships and provide exceptional service.

Neil Thobani pursued a Bachelor of Arts in Business Finance at California State University, Fullerton beginning in 2009. The duration of their studies at this institution is unknown.