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Neal-Patel

Neal Patel

Financial Advisor

Language Spoken

English

Degrees

nealpatel@financialguide.com

Bio

Neal B. Patel is the Co-Founder and Partner at Endeavour Private Wealth, a Houston-based financial services firm. He specializes in providing advanced planning solutions for high-net-worth and ultra-high-net-worth families, helping them achieve their financial goals. Neal’s expertise lies in creating personalized plans tailored to each client’s unique situation.

Initially, Neal worked in healthcare administration, gaining valuable insights into the industry. This allowed him to offer financial planning solutions to private practice physicians, healthcare executives, and eventually expanded his clientele to include business owners, executives, and high-net-worth families. Neal emphasizes financial education, empowering clients to understand the reasoning behind their plans and to help them find the peace of mind of knowing that they are prepared for their financial future.

In 2017, Neal joined a boutique wealth advisory firm, where he became a top performer on the private client team. Recognized for his exceptional leadership and dedication to the financial services industry, Neal received the NAIFA Rising Star award in 2021. In 2023, he co-founded Endeavour Private Wealth to help provide clients with a more personalized and comprehensive financial planning experience. The firm focuses on helping clients achieve their financial goals through services such as financial planning, investment management, and estate planning.

Neal pursued his education at Texas A&M and the University of Houston-Clear Lake, where he earned a Bachelor’s degree in Healthcare Administration, as well as MHA/MBA degrees (Master’s in Healthcare Administration and a Master’s in Business Administration). Currently, Neal is pursing the Certified Private Wealth Advisor (CPWA) designation at Yale School of Management, with plans to complete the designation program in 2024. He strongly advocates for estate planning, recognizing its significance in helping to protect families and assets.

Neal is enthusiastic about staying at the forefront of innovation in the financial services industry, constantly seeking new ways to provide exceptional service to his clients.

Community Involvement

Strategic Partners/Affiliations

License

FINRA's Broker Check

N/A

Members Licences and Disclosures

Neal Patel is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org Endeavour Private Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 3 Greenway Plaza, Suite 1500 Houston, TX 77046 713-402-3800

Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202607-4627812