Neal Clark

Neal Clark

Owner
Investment Advisor Representative

Neal Clark is one of the owners and Financial Advisors at CORE Benefits & Investments, LLC. He graduated from the University of Tennessee with a B.S. in Business Management in 1999. Neal began his career as a Financial Advisor in 2000 with a national financial planning firm, primarily working with individuals and families. Prior to starting CORE in 2007, Neal worked with another national financial services company from 2001-2007 where he honed his skills in asset management, financial planning as well as employer benefits plan design. During this period, Neal realized his passion for helping individuals, families and business owners with their investment and planning needs.

Neal has multiple roles at CORE including overseeing asset management for our individual and family clients as well as advising business owners on employer-sponsored retirement plans. In his role of advising businesses on their retirement plans, Neal aids in the creation of each plan’s investment lineup, ongoing monitoring of plan investments, helps in plan design and oversees plan participant enrollment. As a financial advisor with CORE, Neal is responsible for advising individuals and families on all financial planning matters with an emphasis on portfolio creation and asset management.

Since starting CORE, Neal has been responsible for the creation of CORE's Investment Portfolio Design Process, the creation of the CORE Investment Committee as well as overseeing the growth of CORE's Investment Technology Platforms. Neal has also been instrumental in CORE's expansion with the opening of the Alcoa office in 2017. As one of the owners of CORE, Neal oversees the hiring of financial advisors and the training process associated with new advisors. He holds his FINRA Series 7 and Series 66 licenses to offer investment products, as well as his Life and Health insurance licenses to offer insurance.