Growing up, I was fortunate enough to live next door to my grandfather. I was able to visit him frequently around the kitchen table. Often, I found my grandfather reading the local newspaper upon my arrival. He would be studying the stock page that held the previous day's stock prices and inevitably, he would want to tell me about different companies he was studying. It was those conversations around his kitchen table that first got me interested the world of investing. This interest ultimately led me to become a financial advisor.
I truly enjoy educating clients on their financial needs. From kindergarten to getting your doctorate, very few people are taught how to handle money. This allows me to add value to every client I serve.
Having been in the financial services industry for 26 years, I seek to help families and individuals to make sound financial decisions by understanding what is most important to them. This understanding acts as the north star for all of a client's goals. Once I know a client's financial priorities, I use an established process to assist them in executing on a strategy to help them achieve and maintain their goals. My intent is to partner with a client throughout their financial life to help them stay on track.
My family and I have been fortunate to call Olive Branch home for the past 17 years. We believe Olive Branch is a great place to live and work. Being involved in the local Rotary Club and other local organizations during this time has allowed us to give back to the community we love. I graduated from Auburn University in 1991, earning a Bachelor of Science degree in finance. While attending Auburn, I served in the United State Marine Corps (Reserve). The Marines taught me many life lessons and helped me develop my leadership skills.
If I can be of service to you, or if you would like to discuss your options, please don't hesitate to contact us. We look forward to seeing you!
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberDavid McNeely at (662) 890-5688
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More