Neill takes pride in helping families transition to a responsible investment portfolio. He specializes in NC retirement and can help clients navigate Social Security requirements. In addition, he finds his work with non-profits, especially those that have a social or environmental mission, very rewarding. He believes that by aligning the institution’s endowment or investments with its mission, it multiplies the impact of the institution. He works as an advocate for your mission and your finances.
“The realization that we vote, every single day, by the way we spend our dollars. Our spending fuels a giant economic engine from jobs, to logistics, to materials sourcing – what we buy affects the environment and touches hundreds of lives. And the flip side of that coin is — how we invest our retirement dollars has the same impact.” –Neill Yelverton
Prior to joining Earth Equity Advisors, Neill spent over a decade working in the environmental field. He completed his MBA at Western Carolina University with an independent study in Corporate Social Responsibility and Sustainability in Business.
A native of North Carolina, Neill lives in Weaverville with his wife, Cori, and their son, Ben.