Get to know me better

What is your favorite movie?

Braveheart

What are the last 2 books you’ve read?

Tuesdays with Morrie
Lone Survivor and The Appeal

What would you be doing if you weren’t an accountant?

Coaching football

What would be your proudest moment?

The birth of my children

If you could live a week in the past, when and where would it be?

1947 when the Brooklyn Dodgers brought up Jackie Robinson

Describe one of your most rewarding experiences.

Volunteering time to help children with disabilities

If you could have dinner with three people who would they be?

Tiger Woods, Tom Brady & Vince Lombardi

Brian W. McNeil

Senior Tax Manager

bmcneil@kpmonline.com
781-380-3520

Brian McNeil is a Senior Tax Manager that specializes in both tax planning and wealth management providing tax and financial services to high net worth individuals and families.

Brian has significant experience in numerous taxation areas including individual, fiduciary, gifting, charitable trust, as well as tax planning and consulting, cash flow planning and charitable planning. Brian is also an Investment Advisor Representative, securities and advisory services offered through Commonwealth Financial Network an independent broker dealer, member FINRA, SIPC, a Registered Investment Advisor.

Areas of Practice

Commercial and services
High net worth individuals
Investment planning

Education

University of Massachusetts Amherst, BA, Finance and Insurance

Clark University, MBA, Management

Professional Accreditations/Memberships

Certified Public Accountant

Massachusetts Society of Certified Public Accountants

American Institute of Certified Public Accountants

Financial Industry Regulatory Authority

Massachusetts Insurance Producer License

Securities Investor Protection Corporation

Securities Licenses Series 7 and 66

Volunteer Work

Board member of the JDR Memorial Foundation

Board member of the Richard C. Minehan Foundation

Member of the finance council of St. Christine’s Church

Youth football and lacrosse coach