Neil Wilding
Chief Operating Officer
The Industry's Tax-Efficient Thought Leader
Strategy expertise and training that actually moves the needle. Neil sees the big opportunities coming - and develops tools to let you take advantage of them.
Overview
Neil Wilding is the COO at Stonewood Financial and one of the nation’s leading experts on Roth conversions and advisor training. He is co-author of The Road Less Taxed and The No-Compromise Retirement Plan. Neil serves as the visionary behind Stonewood's software and client reports.
Industry Impact
A nationally-noted trainer and thought-leader, Neil helps advisors incorporate tax-efficient income planning into their practices, and connects institutions with innovative, growth-oriented approaches to retirement savings.
Professional Background
Prior to Stonewood, Neil led sales, business development, and operations for RetireOne, managing their National Sales Office. He also served as National Sales Manager for the Institutional Retirement Group at Genworth Financial. His career includes experience wholesaling annuities, mutual funds, and managed money across all distribution channels.
Education
- B.S. in Marketing, University of Louisville
Personal & Community
Neil is a member of the American Baseball Coaches Association and lives in Louisville with his wife and children. Outside of work, he coaches a travel baseball team for the Vipers Baseball Club and founded the South Oldham Basketball Club, a non-profit organization with over 80 kids participating in year-round teams.