About Us

       Robin Michael Neilio
               Registered Principal
 

 

 

Robin Michael Neilio, MSFS, ChFC, CLU, AEP has been forging his professional career over several decades. It became apparent to him that insurance planning, while valuable, was merely one piece of his clients' financial puzzle. Preserving assets and developing income stability in post-retirement planning is a daunting task. Estate planning processes and procedures are complicated.

He saw a need for comprehensive financial planning.

Wanting to better understand the connections between the economy and financial behavior, he matriculated into the American College of Financial Services.

As he explored financial planning, Robin found that the more comprehensive the plan was, the more likely a client would need products from more than one company. He decided to become an independent agent and registered principal of his own RIA firm. In 1991 he established R.M. Neilio & Associates to offer comprehensive financial planning and financial architecture.

He continued to further his education while raising his family and growing his practice. While studying, he explored the changing paradigms of retirement planning for seniors. His education and experience enable him to help clients see all of the moving parts of their retirement planning process—from pre-retirement to estate planning. This is the focus of his current work with seniors in their financial, retirement and estate planning needs.

Over the past 40 years he has taken a unique approach to each client. He has spent his professional career helping people of all backgrounds plan for their financial futures and overcome economic dilemmas affecting their asset base and ultimately their income streams. One of the aspects he most enjoys about his career is the long-term relationships he has with many of his clients. 

 

Academic Achievements

  • MSFS, Master of Science in Financial Services
  • AEP, Accredited Estate Planner
  • ChFC, Chartered Financial Consultant
  • CFP, Certified Financial Planner
  • CLU, Chartered Life Underwriter
  • Certificate in Pensions and Executive Compensation

Professional Associations

  • NAEPC, (National Association of Estate Planners & Councils)
  • FPA, (The Financial Planning Association)
  • FSP, (Society of Financial Service Professionals), NH Chapter President 1999-2000 
 
 
 
Michelle Wilson 
Associate
 

Michelle Wilson joined R.M. Neilio & Associates in 2009. She earned her B.A. from the University of New Hampshire and is a licensed insurance producer in the state of New Hampshire. She is currently responsible for client services and marketing operations. Michelle and her family live in the Hampstead area.