Broker Check
Neel Patel

Neel Patel

Advisor Support Specialist

Neel was born and raised in Baltimore. He attended Towson University, graduating with a Bachelor of Science in Business Administration with a concentration in Finance. As a result of his involvement in his family's businesses, Neel has always had an interest in helping people plan their financial future. 

Neel joined Mosaic as an intern in September 2021 and just recently became a full time Advisor Support Specialist. He is currently a participating candidate for the CFA. Neel is dedicated to helping families get the knowledge and resources they need to make financial decisions. In addition, he currently serves on the firm's investment committee, where he does research on global data and account management, as well as maintaining client portfolios and conducting in-depth security analysis.

In his spare time, Neels enjoys a competitive round of golf, attending Raven's games and spending time with family and friends.