Burkett Financial Services, LLC/W. Columbia, South Carolina
Neil Brown has significant experience in financial planning and brings a wide variety of financial service and tax expertise to Burkett Financial Services (BFS). He advises clients on various personal financial planning issues including distribution, retirement, income tax, insurance, education, investment and estate tax. Prior to joining BFS, Neil headed the financial planning department at a large fee-only financial planning firm in Columbia. Prior to that, Neil was a senior consultant with the Carolinas Financial Counseling Services Practice of Deloitte & Touché in Charlotte, North Carolina where he spent the majority of his time advising executives and employees of a Fortune 500 company on retirement, insurance, investment, income and estate planning.
Mr. Brown is a member of the American Institute of CPAs, the South Carolina Association of CPAs, the Columbia Estate Planning Council, the Columbia Tax Study Group, the Financial Planning Association and the National Association of Personal Financial Advisors (past officer). He is the Program Coordinator and lead instructor for the CFP® Certification Education Programs at Midlands Technical College as well as a national instructor for Keir Educational Services CFP Review Course. He has also been quoted in and authored articles in Bloomberg Wealth Manager, Research Magazine, Midlands Woman, The State, Financial Advisor, Kiplinger’s, Investment News and Financial Planning.