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David McNeely, Financial Advisor

FINANCIAL ADVISOR
David McNeely

CEPA®, AAMS™
6819 Crumpler Blvd Ste 301, Olive Branch, MS 38654opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies

About David

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...

Work History

  • Edward JonesJune 2002 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Auburn UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Community Outreach
  • Hunting

Team Members

  • Debora Adkins
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(662) 890-5688

Fax

(877) 865-6655

Office Address

6819 Crumpler Blvd Ste 301
Olive Branch, MS 38654opens in a new window

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