Neil D. Crowell, CPA, MBA

Neil D. Crowell, CPA, MBA

Investment Adviser Representative

Neil joined the DSF Wealth Management Group, LLC (DSF) Team in 2011 as Financial Strategies Designer, analyzing the unique circumstances of clients and developing customized solutions for their financial planning needs. As the foundation of DSF’s comprehensive approach to financial planning, Neil’s role is integral to DSF’s advisers providing clients with pertinent and timely information, empowering them to make informed decisions for their personal financial plans; he assists with all aspects of the financial planning process, including retirement income planning, college funding, investment portfolio analysis, risk management, tax strategy, and estate planning strategies.

Neil researches historical market performance, monitors current market trends, keeps pace with developments in finance-related legislation, and evaluates new and ongoing product availability all with the perspective of potential impact on individual client holdings and investment strategies and the goal of helping others to make well-informed financial decisions, enabling them to cultivate, protect, and enjoy their wealth.

His education, experience, and credentials serve well in the key areas of managing risk, identifying opportunities, and diversification. Neil holds a Bachelor’s Degree in Accounting and Information Systems from Susquehanna University, and a Master’s Degree in Business Administration with an emphasis in Finance from York College of Pennsylvania. As a Certified Public Accountant (CPA) with a background in public accounting and auditing, Neil focused on the financial services industry, including banks, credit card companies, tax collection agencies, and trust companies. Transitioning from accounting to financial planning, Neil added insurance licenses and Series 7 and Series 66 Registrations to his credentials.

Neil and his wife, Jess, reside in York, PA with their children, Sarah and Miles. The Crowells are an active family they enjoy attending sporting events, traveling, skiing, and running. Neil has run seven marathons and two ultra-marathons, including running the Steamtown Marathon with Jess in 2009. He was also a teammate of his DSF colleague, Ryan Franks, on the Men’s Varsity Golf Team at Susquehanna University.

Phone 412-564-5526 x 6005
Fax 888-768-2011
Mobile Phone 717-873-3720