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 two amazing daughters, Addison and Olivia. In my free time, I enjoy running, biking, hiking and traveling with my family.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- College Savings
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberHolly K McNeil at (503) 624-6001
|Mon||08:00AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
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