Each day, I have a unique opportunity to drastically impact the life of another human being. This is not a responsibility that I take lightly, as it drives me to be my best each and every day.
I was born and raised in Southwest Virginia, and I am a graduate of Virginia Tech with a degree in business economics and a minor in leadership and social change. While at Virginia Tech, I met my wife, Kelsey, and we moved to Winston-Salem in 2014. We are thankful to call Winston-Salem home, and raise our two sons, Pierce and Graham, and our rescue beagle, Bodie, in the city of arts and innovation.
Through earning my Eagle Scout rank as a teenager, I learned the importance of serving others. As a financial advisor at Edward Jones, I am able to serve my clients and their families while giving back to my community through volunteer work with the Boy Scouts of America, the Forsyth Humane Society, Reynolda Rotary, The Salvation Army and our church.
Alongside Scarlett Whitener, my branch office administrator, we focus on what is most important to our clients. We work with you as a team; I work to define your financial goals and develop and implement strategies to help put you on track to reach them while Scarlett keeps everything running in the office and delivers exceptional client service. With the understanding that changes occur in your life, we will continue to partner with you as you work toward achieving your goals.
We realize that financial discussions are not always easy; having a financial advisor on your side can reduce unwanted stress and help bring clarity to your situation. We treat our clients like family, and we would be honored to have you as part of our team.
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
- Charitable Giving
- Insurance & Annuities
My Personal Interests
- Home Improvement
- Spending Time with Family
- Animal Rescue
Phone NumberNeil A Allerton at (336) 727-3703
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