BFA, LUTCF John Neyer

Senior Vice President at think2perform

Hartford, CT

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About

As Senior Vice President of think2perform, John Neyer brings over 25+ years of knowledge and successful experience in the financial services industry. For the last decade+, John’s leadership in upper management has focused on the financial planning and wealth management industries, and leadership development. His innate ability to know what needs to get done to make a company or individual successful has knighted John with the well-deserved title as a turnaround specialist. John recruited, trained, coached and mentored financial advisors as a District Manager and Field Vice President for Ameriprise Financial, where he ran Southern California locations, as well as Waddell & Reed Financial Advisors, where he was completely responsible for all aspects of running and successfully growing the company’s branch offices. John spent some time helping develop, and pioneer technology-driven platforms and Advisor training systems for LPL/Nestwise. Early in his career as a financial advisor, John won awards for his performance in sales, service and financial planning with several top firms including American Express Financial Advisors, Prudential, Merrill Lynch, and John Hancock. John’s intellectual creativity, gut instinct and emotional competence, teamed up with his technical knowledge is the driving force behind his success, John took his first job with the firm of John Hancock, having been recruited out of college, and quickly earned his first performance award from the company. John is also a proud Marine Corps veteran, and he is a believer in, and a proponent of Marine Corps Leadership Principles. A deeply committed lifelong learner and student of leadership, John believes in helping others to achieve by mentoring. His strong belief in altruism had led to his involvement with two non-profits. He mentors other businesspeople through Everwise and also helps other veterans and first responders through the Mighty Oaks Foundation. John, and his wife Sharon, have three grown children. They also have three grandchildren, the third born on Leap Year Day, 2020, to his April Fool's Day mother. John's hobbies include anything on or near the water, sports, reading, and spending time with family and their four dogs.

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Financial Planning
Financial Services
Broker Dealer
RIA
Wealth Management
Virtual Meetings
Broker Dealer Space
Investment Planning
Best Interest Standard
Work experience
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Aug 2019 - Present

think2perform

Senior Vice President and Executive Consultant

Helping Executives and Entrepreneurs make the ideal real by combining Strategic Business Advising with Human Performance Coaching

Jul 2014 - Present

GLG (Gerson Lehrman Group)

Council Member

Independent Consultant on Financial Services, Wealth Management, Brokerage and Registered Investment Advisory issues and trends.

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Apr 2014 - Present

Independent Consultant

Consultant & Executive Coach to Financial Services Executives & Advisors

Recruiting, Business Development and Advisor Development Consulting and Coaching, Training contracting.

Jan 2013 - Dec 2013

NestWise / L.P.L.

Vice President of Advisor Development

Financial services Executive responsible for recruiting, training developing, mentoring of experienced Advisors, and helping them reach their potential. Nestwise was a start-up and wholly owned subsidiary of L.P.L. I led a team of Advisors across the country, as well as leading Advisors in a special initiative in the Mid-Atlantic Region. I am building a dynamic team of highly professional and caring Advisors in delivering world-class service and advice to the middle-markets.

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Nov 2009 - Jan 2013

Waddell & Reed

District / Branch Manager

Branch Manager / Registered Principal responsible for all aspects of running and growing a Branch Office.

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Dec 2007 - Nov 2009

Ameriprise Financial

Field Vice President / Branch Manager / Registered Principal

Financial Services Branch Manager

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2005 - 2007

Ameriprise Financial

District Manager/Financial Advisor

Took a low ranking and under-developed District to one of the highest ranked Districts in all of American Express Financial Advisors / Ameriprise in the country. Recruited, trained, coached and mentored Advisors to optimize their practice and reach alignment with their goals, aspirations and values.

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2003 - 2005

Ameriprise Financial

Financial advisor

Award winning holistic, comprehensive Financial Planner and Wealth Manager focusing on being a Trusted Advisor through interpersonal relationships with clients.

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1995 - 1996

Merrill Lynch

Financial Consultant

Financial Consultant and Wealth Manager to private clients in the retail market, delivering financial planning and asset management through a personal relationship.

Oct 1987 - Oct 1995

United States Marine Corps Reserve

Sergeant

Squad leader of Marine infantry unit, activated in support of Desert Storm

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