About Neil Isler
Neil Isler is a seasoned financial advisor with over two decades of experience helping clients build, manage, and protect their wealth through strategic, long-term planning. At the heart of Neil’s practice is a commitment to personalized guidance, where each client’s goals, risk tolerance, and life circumstances are carefully considered to craft a financial roadmap tailored to their future.
As a Senior Vice President and Financial Advisor at Stifel, Neil Isler specializes in comprehensive wealth management strategies that span investment management, retirement planning, tax efficiency, and estate planning. With licenses including the Series 7, Series 63, Series 65, and the Chartered Retirement Plans Specialist™ (CRPS®) designation, Neil brings a depth of expertise that equips clients to navigate today’s ever-evolving financial landscape with clarity and confidence.
Neil Isler began his financial career in 2000 and joined Stifel in 2007 as part of the firm’s acquisition of Ryan Beck & Co., where he had already distinguished himself as a trusted advisor. Prior to entering the investment world, Neil worked in risk management as a Liability Claims Administrator with Elco Assurances, Inc., an experience that laid the foundation for his risk-aware, protection-first approach to wealth planning.
For Neil Isler, financial advising is not just about managing money—it’s about building relationships rooted in trust, communication, and transparency. His clients value his ability to translate complex financial concepts into actionable insights, and they appreciate the proactive approach he takes to keeping them informed and prepared through all market conditions.
Outside of his professional accomplishments, Neil Isler is a devoted husband and father of four, who understands the importance of securing a family’s financial future. That personal insight shapes how Neil advises clients on legacy planning, education funding, and retirement solutions that preserve their wealth across generations.
In recent years, Neil Isler has embraced the evolving expectations of clients who are seeking holistic financial planning over transactional advice. Recognizing this shift, Neil focuses on integrating clients’ full financial pictures—combining investment strategy with personal life goals, long-term care considerations, and income distribution strategies that ensure peace of mind.
One of the most rewarding aspects of Neil Isler’s work is his collaboration with his son, Joseph Isler, who joined his practice in 2024. Together, Neil and his son bring a multi-generational approach to wealth management, blending decades of experience with fresh insight to serve clients at every stage of life.
In addition to his practice, Neil Isler stays informed by following financial media including the Wall Street Journal, Yahoo Finance, Fox Business, and CNBC, ensuring that his clients benefit from up-to-date market knowledge. Neil also believes in the power of financial education, empowering clients to make smart decisions with lasting impact.
Above all, Neil Isler sees his role not just as an advisor, but as a partner in his clients’ financial journeys—one who is committed to helping them achieve their goals, navigate life transitions, and build a secure, prosperous future.
