Neil Canell
Neill Canell is a Managing Director and Private Wealth Financial Advisor at Wells Fargo Advisors, where he specializes in fixed income investment strategies for high-net-worth individuals and families. His expertise spans the fixed income marketplace, including municipal and corporate bonds, taxable and tax-free bond funds, preferred securities, and structured products, with a focus on risk management, income generation, and capital preservation. In addition to investment advisory services, Canell coordinates comprehensive lending solutions for clients, including mortgages, debt refinancing, home equity lines of credit (HELOCs), and customized credit strategies, working closely with dedicated mortgage advisors to deliver integrated wealth solutions. He also serves as the primary advisor and relationship lead for The Canell Group’s professional athlete and entertainment clientele, providing specialized financial planning tailored to complex income structures and career transitions. Throughout his career, Canell has been consistently recognized as a top financial advisor by leading industry publications for excellence in client service and investment performance. Prior to joining Wells Fargo Advisors, he held senior leadership roles as Managing Director and Financial Advisor at J.P. Morgan Securities and as Managing Director and Chairman’s Council member at Morgan Stanley.
Neil Canell Professional Experience / Academic History
Professional Experience
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Managing Director and Private Wealth Financial Advisor
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Managing Director, Wealth Partner
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Managing Director, Financial Advisor
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Managing Director, Investments
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Senior Vice President, Investments
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Financial Advisor
Academic History
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B.A., International Relations
EARLY CAREER
Prior to joining Wells Fargo Advisors, Neill Canell built a distinguished career across leading global financial institutions.
He served as Managing Director and Financial Advisor at J.P. Morgan Securities and as a Managing Director and Chairman’s Council member at Morgan Stanley.
Earlier in his career, he held senior leadership roles as Managing Director of Investments at UBS, Senior Vice President of Investments at Oppenheimer, and Financial Advisor at Lehman Brothers.
RECOGNITIONS
Morgan Stanley's Chairman Council
Barron's Top 1200 Financial Advisors, 2020-2024
Forbes Best-in-State Wealth Advisors, 2019-2024
Forbes America's Top Wealth Advisors, 2018-2024
Financial Times Top 400 Financial Advisors, 2016-2018
SCOPE's Ben Appelbaum Advocates for Youth Award
COMMUNITY INVOLVEMENT
Beyond finance, Canell is deeply committed to community leadership and philanthropy. He serves on the boards of My Money Workshop and The Pediatric Cancer Foundation, where he was honored as Co–Person of the Year in 2017.
He is also a founding board member of Athletes vs. Crohn’s & Colitis, supporting awareness, research, and advocacy efforts.
Canell remains actively involved in youth development and education, serving on the boards of Harrison’s Varsity Lacrosse and the Harrison Youth Lacrosse (HYL) program.
In addition, he is an Advisory Board Member of the S.I. Newhouse School of Public Communications at Syracuse University and a member of the Foundation Board of White Plains Hospital.
He is also a founding board member of Summer Camp Opportunities to Promote Education (SCOPE), a nonprofit organization dedicated to providing children from underserved communities with transformative summer camp experiences that promote education, confidence, and lifelong opportunity.