With a focus on results and a personal commitment to long-term success, I proudly serve my community of Tigard, Oregon, as a financial advisor with Edward Jones.
I inherited my passion for service from my father, who was also a financial advisor with Edward Jones. Growing up in the business, I learned from an early age the importance of helping secure a financial future for my clients.
I have the unique ability to deeply understand the individual situations of my clients and develop a financial security strategy that reflects their goals, dreams and aspirations for a successful future. Because every client is unique, I approach each client's situation by understanding what's important and build solutions tailored to their needs. This can only be achieved by building sincere, long-lasting relationships, which I deeply value. Having compassion and understanding leads to success.
From discussing legacy strategies to working with tax attorneys, I have a well-established process to help clients prioritize, plan and stay on track to accomplish their financial goals. I build trust through results and walk alongside my clients through the ups and downs of life. Through my years of experience and closely watching my father's business, I understand the impact a financial advisor has on their clients. When unanticipated life events like job loss, the death of a family member or divorce occurs, I am there to help guide clients through those events with an eye on success, no matter what the situation.
I am a proud graduate of Oregon State University, where I earned my bachelor's degree in international business and marketing. I am married to my husband, Brett, and we have three amazing children, Addison, Oliva and Connor. In my free time, I enjoy running, biking, hiking and traveling with my family.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- College Savings
- Insurance & Annuities
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- College Savings
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Traveling
- Reading
- Photography
Personal Interests
- Spending Time with Family
- Personal Fitness
- Traveling
- Reading
- Photography
Office Information
Phone Number
Holly K McNeil at (503) 624-6001Branch Team
- Jennifer Gregory
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Jennifer Gregory
- Sr. Branch Office Administrator
Branch Team
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