Neil Filomena, Jr. is an Investment Advisor Representative with Osaic Wealth, doing business as Filomena Financial Network, located in Melville, NY.
Neil began his financial services career in 2005 with a major life insurance and annuity company. In his first year he was awarded the New Associate of the Year Award at the local level and the Career Builder of the year at the national level. Over the years, Neil has achieved numerous other awards including Presidents club, Leaders Club, Balanced Performance Award, Stars Award, Circle of Excellence and Premier Producer Group.
Neil works with business owners and individual families to find creative solutions for attaining his client’s goals and objectives. As a member of the Million Dollar Round Table(MDRT®)- a premier association of financial professionals- he centrally focuses on and adheres to the hallmarks of honesty, integrity and professionalism. In addition to his base practice, Neil has built strategic alliances with top attorneys, accountants and industry leaders in order to leverage their expertise and assist with specialized and advanced planning needs of his clients.
Neil is a graduate of St. Josephs College with a bachelors degree in Business Administration. He has earned the designation of Financial Services Certified Professional (FSCP®) Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) from the American College. In his spare time Neil has also moderated courses for the American College. Aside from giving back to the college, Neil is also a member of his local Knights of Columbus council and member of the Long Island chapter of the Society of Financial Services Professionals where he serves on the event committee. He also holds a CLTC designation for being certified in Long Term Care. Neil enjoys playing golf as a member of Wheatley Hills Golf Club in East Williston, NY. Neil currently serves as local President of the Boom Business Network. He resides in Smithtown, NY with his wife and two sons where volunteers coaching St Patricks youth basketball, Smithtown Kickers soccer and Hauppauge Little League.