Neal Patel

Neal Patel is a first-generation Indian American, born and raised in Charlotte, NC. He earned his Bachelor of Science in Marketing from The University of North Carolina at Charlotte.

He began his career with the New Orleans Saints and Pelicans, where he advanced to an Account Executive role through strong performance and relationship-building. He later served as Director of Marketing & Client Relations at a law firm before joining Consolidated Planning.

Today, Neal is the Director of Disability Income & Life Brokerage, where he leads product strategy and execution for both advisors and brokers. He focuses on driving growth, simplifying complex strategies, and delivering practical solutions that create meaningful value for clients.

Neal, his wife Courtney, and their daughter reside in Charlotte, NC. He is passionate about building meaningful relationships and helping others succeed, both professionally and personally.