Neil Isler leads a family-based advisory team at Stifel alongside his sons, Joseph and Zachary Isler. Together, they manage wealth for over 500 households and bring more than 30 years of experience to serving individuals, families, and business owners. Supported by the resources of Fortune 500 firm Stifel, the Islers provide personalized wealth management built on trust, transparency, and long-term relationships.
Neil began his career in financial services in 2000 and is known for delivering steady, long-term guidance across investment management, retirement planning, and estate strategies. Joseph joined the team in 2024, bringing a finance degree from Queens College and a background in coaching that informs his client-focused approach. Zachary supports the team through research, planning coordination, and operational support, contributing to the firm’s ability to deliver consistent and thoughtful service.
Together, the Isler team offers a multigenerational approach that connects with clients at every stage of life. Their collaborative structure ensures consistent support, personalized strategies, and ongoing education. Grounded in family values, integrity, and service, the Islers are committed to building lasting relationships and helping clients plan, grow, and protect their financial future.
