Neil Brown CPA, CFP®

Neil received a Masters of Accountancy, magna cum laude, from The University of South Carolina in 1993 and Bachelors in Business, magna cum laude, from The University of South Carolina in 1992. He is a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA).

He has significant experience in financial planning and brings a wide variety of financial service and tax expertise to Burkett Financial Services (BFS). He advises clients on various personal financial planning issues including distribution, retirement, income tax, insurance, education, investment and estate tax. He is a member of the American Institute of CPAs, the South Carolina Association of CPAs, the Columbia Estate Planning Council, the Columbia Tax Study Group, the Financial Planning Association and the National Association of Personal Financial Advisors (past officer). He is also the Program Coordinator and lead instructor for the joint CFP® Certification Education Programs at Midlands Technical College and the Moore School of Business at the University of South Carolina. He is also a national instructor for Keir Educational Resources' CFP® review, Surgent McCoy CPE, LLC, AICPA and Jeff Rattiner's Financial Planning Express™. He has also been quoted in and authored articles in Bloomberg Wealth Manager, Research Magazine, Midlands Woman, The State, Financial Advisor, Kiplinger's, Investment News, Financial Planning, New York Times and other magazines.

Prior to joining BFS, Neil headed the financial planning department at a large fee-only financial planning firm in Columbia. Prior to that, Neil was a senior consultant with the Carolinas Financial Counseling Services Practice of Deloitte & Touché in Charlotte, North Carolina where he spent the majority of his time advising executives and employees of a Fortune 500 company on retirement, insurance, investment, income and estate planning.