Neil D. Crowell, CPA, MBA

As Chief Investment Officer, Neil has led the development of the DSF Investment Management Process that took the company from a small, start-up in 2011 to one of the largest independent financial advising firms under the Cetera Wealth Partners* umbrella, granting him accolades to speak at national conferences about his efforts. Neil recognized early on that a sustainable, investment management approach, built on sound principles, financial industry knowledge, and continual market research, would help to optimize clients’ wealth in the long-term and prevent them from taking an emotional response to the ever-changing market conditions. 

In addition to his oversight on DSF’s Investment Management Committee, Neil is the Director of Advanced Planning where he partners with Financial Advisors to develop financial plans for complex scenarios. He understands that the number of financial options can be overwhelming, so he strives to provide clients with all of the information they will need to make informed decisions on how to manage their money. Financial planning goes beyond just looking at ways to optimize your wealth. A truly comprehensive approach includes presenting strategies on how to pay less in taxes, mitigate your risk, manage your cash flow, protect your family and ultimately provide a legacy for the next generation. 

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. It was during his time on Susquehanna’s Varsity Golf team that he met DSF co-founder Ryan Franks. He started his career in public accounting and auditing where he obtained Certified Public Accountant (CPA) designation, one he still holds today. 

Neil and his wife, Jess, reside in York, PA with their children, Sarah and Miles. The Crowells enjoy attending sporting events, traveling, skiing, and running. Neil has run ten marathons and two ultra-marathons, including the Steamtown Marathon with Jess in 2009, and the Boston Marathon in 2018. As a volunteer for the major professional golf tours, Neil has been inside the ropes as a walking scorer for some of the game’s top players and celebrities. 

_{*Cetera Wealth Partners is a distinct community within Cetera Wealth Services LLC.}