Stephen Neill
@stephenneill
Executive recruiter and business development leader connecting wealth managers to lasting investment relationships.
What I'm looking for
I’m a highly successful executive recruiter focused on engaging and retaining high performing wealth managers and investment specialists. I specialize in building trust and long-term relationships where performance and client outcomes matter.
For more than a decade at SA Stone Wealth Management Inc., I served as Director Of Business Development (July 2010–November 2024). During that time, I helped drive growth in securities and brokerage services offered through SA Stone Wealth Management Inc., aligning opportunities with the right expertise in the wealth space.
Earlier, I led recruiting as Cambridge Investment Research, Inc. Director Of Recruiting (March 2005–June 2008) and held senior sales leadership roles including TD Ameritrade Institutional Senior Vice President (July 2008–June 2010) and National Sales Director at Conseco Securities Inc (February 1996–March 2002). I bring a commercial, talent-focused approach that keeps recruiting outcomes grounded in business impact.
Right now, I’m also building as Self Employed Art Director (November 2024–Present), which keeps my communication sharp and my presentation instincts strong—skills I bring back to recruitment and relationship building every day.
Experience
Work history, roles, and key accomplishments
Art Director
SA Stone Wealth Management Inc.
Nov 2024 - Present (1 year 7 months)
Worked as a self-employed Art Director for SA Stone Wealth Management Inc.
Director of Business Development
SA Stone Wealth Management Inc.
Jul 2010 - Nov 2024 (14 years 4 months)
Led business development, engaging and retaining high-performing wealth managers and investment specialists.
Institutional Senior Vice President
TD Ameritrade Institutional
Jul 2008 - Jun 2010 (1 year 11 months)
Provided institutional leadership as a Senior Vice President at TD Ameritrade Institutional.
Director of Recruiting
Cambridge Investment Research, Inc.
Mar 2005 - Jun 2008 (3 years 3 months)
Directed recruiting efforts at Cambridge Investment Research, Inc., focusing on talent aligned to investment and wealth-management needs.
Executive Vice President
Invest Financial Corporation
Mar 2000 - Feb 2007 (6 years 11 months)
Served as Executive Vice President at Invest Financial Corporation, providing executive leadership and oversight across the organization.
National Sales Director
Conseco Securities Inc.
Feb 1996 - Mar 2002 (6 years 1 month)
Led national sales operations as National Sales Director at Conseco Securities Inc.
Regional Sales Manager
Liberty Securities
Oct 1987 - Oct 1994 (7 years)
Managed regional sales as Regional Sales Manager at Liberty Securities.
Education
Degrees, certifications, and relevant coursework
Southeastern Louisiana University
Bachelor's degree, Business Administration and Management
Completed a bachelor's degree in Business Administration and Management at Southeastern Louisiana University.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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