Enzo Neto
Wealth Management Advisor at Ivy Wealth
Based in Dallas-Fort Worth, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Dallas-Fort Worth
Industry
Financial Services
Company size
15
Contact information
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e•••••••@ivy-wealth.com
Phone
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Background
About Enzo Neto
My role is to provide clients with exceptional personal financial planning strategies, guidance, and support. As an independent professional, I offer clients a transparent view of the marketplace. Walking them through pros and cons of different strategies and aiding them in achieving success by aligning their wealth, investments, and workplace benefits with personal goals.Areas of Focus- Retirement plan strategy and implementation- Personal investment management- Financial education and organization- Tax minimization and estate planning- Executive compensation guidanceConnect with me here on LinkedIn or at I would love to connect and set up a complimentary meeting and run an in depth diagnostic on your current financial plan!
Decision-makers
Other people at Ivy Wealth
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Financial Services Team Associate · Operations
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Mike Muncy
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Adam Christopher
Financial Planner · Finance & Accounting
- JEC-Team
Jordan Earles
Founder & Wealth Management Advisor at Ivy Wealth · Other
- TSC-Team
Tim Stark
Partner · General Business & Management
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