Neal Patel
Partner & Private Wealth Advisor
Neal Patel is a Wealth Manager at MRM Private Wealth, specializing in advanced planning strategies for high-net-worth and ultra-high-net-worth families, business owners, and executives. He is passionate about providing personalized financial solutions that align with each client’s goals, with a strong emphasis on financial education so clients feel confident and prepared for the future.
Neal began his career in healthcare administration, working closely with private practice physicians and healthcare executives before expanding his work to serve a broader base of affluent clients. He joined a boutique wealth advisory firm in 2017, quickly becoming a top performer and earning the NAIFA Rising Star award in 2021.
A graduate of Texas A&M and the University of Houston–Clear Lake, Neal holds a bachelor’s degree in healthcare administration along with dual master’s degrees in healthcare administration and business administration. He is pursuing the Certified Private Wealth Advisor® (CPWA) designation through the Yale School of Management.
Outside the office
Outside of work, Neal enjoys exploring new ways to innovate in the financial services industry, traveling, and spending time with family and friends.