Neil Christian, CFP®

Senior Wealth Manager


Neil was born in India but grew up in Dallas, Texas, where he enjoyed playing as many sports as possible, including football, basketball, and baseball. He and his family travelled extensively throughout North America before Neil returned to India to spend two years at a storied private boarding school in the foothills of the Himalayas where he studied with students from around the world. He moved back to the U.S. for his higher education, earning a double major in Finance and Management Science at the University of Texas as well as an MBA from the University of North Texas.

Neil started his career with Fidelity Investments right out of college and spent most of the next 15 years with Fidelity, except for a year-long assignment in Lima, Peru where he worked for a private hedge fund as Managing Director. After returning from Peru, Neil and his wife, Rita, spent six more years in Texas before moving to the New England area, where they fell in love with the variety of four distinct seasons and have lived with their two children since.

In a career spanning over 25 years, Neil has worked in every aspect of the wealth management industry, most recently as Vice President at a privately held trust company where he helped provide highly customized investment, fiduciary and advisory services to high-net-worth individuals and families. Neil joined Heritage Financial as a Senior Wealth Manager where his primary focus is on helping clients make informed decisions around their complex wealth management, financial planning, and investment needs. He is a member of the Financial Planning Association of Massachusetts and the Boston Estate Planning Council.

Outside of work, Neil continues to stay active in sports and enjoys a nice round of golf. When he’s not working or playing golf, he enjoys spending time with family and friends, traveling, cooking, and taking life one day at a time.