Justin David Neal, CFP®, RICP®, ChFC®, CLU®, CASL®

Wealth Management Advisor

Staff

Justin Neal is privileged to have a team of professionals who provide excellent client care at every level.  Together they are successfully serving each client with their questions, concerns and needs.  They stand committed to providing the best customer experience possible. If you have a problem or need assistance at any time, please let them know.

 
Kyle Wilson

Kyle Wilson, CFP®, RICP®, ChFC®, CLU®, CASL®

Director of Wealth Management Services
Office 770-246-8472

Born and raised in Georgia, Kyle attended Justin Neal's alma mater, Berry College, where he earned his BS in Business Management.  Kyle met his wife, Julie, during his time at Berry where they both competed on the Berry College swim team and enjoyed their time on the world's largest college campus.

Outside the office, Kyle and Julie enjoy working together in their professional photography business or enjoying the outdoors camping, backpacking, whitewater kayaking, offroading, or hunting.

Kyle joined Justin Neal's team in 2013, and as our Associate Wealth Management Advisor, he holds the following licenses, certifications and designations, making him fully licensed to handle both the insurance and investment needs of our clients:

  • Georgia Life, Accident and Sickness insurance license
  • Georgia Variable Products license
  • Series 7 General Securities certification
  • Series 66 Uniform Combined State Law certification
  • CERTIFIED FINANCIAL PLANNERTM
  • Retirement Income Certified Professional ®
  • Chartered Financial Consultant ®
  • Chartered Life Underwriter ®
  • Chartered Advisor for Senior Living ®

Qualified to handle all of our client needs, Kyle serves as the primary point-of-contact for our clients, though his focus is on the investment and planning side of the practice.  He has extensive training in Fee-Based Planning and our other planning operations and constructs the Personal Planning Analyses for our clients.

How can Kyle help you?

  • Answer questions concerning your Northwestern Mutual investment accounts or insurance policies
  • Process alterations to your planning goals
  • Explain your personal planning analysis
  • Provide tax basis and year-end tax reporting information
  • Guide you through the process of establishing and funding investment accounts
  • Facilitate charitable contributions, year-end gifting, or IRA contributions
 
Katy Ann Kingston

Katy Ann Kingston

Director of Insurance Services
Office 770-246-8478

Katy joined Justin Neal's team in 2015 and quickly became an indispensable part of our operations.  As our Associate Financial Representative, she holds a Georgia Life, Accident and Sickness insurance license and assists our clients with insurance related questions.

Katy focuses on the insurance and client service aspects of our practice.  She has extensive experience with customer relations and strives to provide the highest level of service to all of our clients.

How can Katy help you?

  • Answer questions concerning your Northwestern Mutual insurance policies
  • Guide you through the process of obtaining insurance coverage
  • Provide answers and guidance on medical screenings and other application requirements
  • Efficiently process insurance servicing requests, such as:
    • changing beneficiaries or owners of policies
    • updating bank accounts or addresses on file
    • issuing or repaying policy loans
  • Respond to issues with online account access
 
Elizabeth B Julian

Elizabeth B Julian

Communication and Marketing Manager
Office 678-756-8822

A Georgia native, Elizabeth attended Furman University in South Carolina before settling back into the Atlanta area.  She and her husband, Mark, have three sons--John, Adam, and David--and a dog named Fenway.

She enjoys tennis and exercise, cooking and entertaining, volunteering in her community, school and her church.

Elizabeth has been a member of Justin Neal's team since 2009.  As our scheduling assistant, Elizabeth enjoys interfacing with our clients, and is always eager to ensure that our team accommodates and communicates well with those we serve. 

How can Elizabeth help you?

  • Elizabeth can help you by scheduling and confirming your appointments with Justin
  • Elizabeth enables the team to function smoothly and efficiently
 

Ricky Yang

Investment and Planning Assistant
Office 770-771-0600

Ricky joined Justin Neal's team in 2017 and helps to run the day-to-day operations for our investment practice.  As an Associate Financial Representative, he holds a Georgia Life, Accident and Sickness insurance license.

Ricky focuses primarily on the investment and client service aspects of our practice.  He has extensive experience in customer service and works hard to serve our clients at the highest level.

How can Ricky help you?

  • Guide you through the process of establishing and funding investment accounts
  • Efficiently process trade and asset movement requests
  • Assist with charitable contributions, year-end gifting, or IRA contributions
  • Aid in 401(k) and retirement account rollovers and consolidation
  • Help to modify investment account contributions or distributions
  • Respond to issues with online account access
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck