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Melvin McNeal, Financial Advisor

FINANCIAL ADVISOR
Melvin L McNeal Jr

CFP®, CEPA®
505 Woodbridge Pkwy Ste 200, Wylie, TX 75098opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Divorce Finances

About Melvin

Today, we have more and more distractions vying for our attention. Learning what is most important to you is what matters most to our team. While we understand that a lot of people want to feel secure in their idea of retirement, we also understand that between now and then there are many other important financial goals our clients have.

Our team realizes that life is not about beating an index. We focus a lot of our time and effort to learn how you feel about risk, and learning what you value most. We know that time in the market is...

Work History

  • Edward JonesOctober 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Univ of Texas-DallasMaster of Business Admin
  • Univ of Texas-AustinBachelor of Science

Personal Interests

  • Spending Time with Family
  • Fishing
  • Football
  • Traveling
  • Basketball

Team Members

  • Angie Sanchez
    Sr. Branch Office Administrator

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 By Appointment Only
Sun Closed

Phone

(972) 675-9706

Fax

(866) 462-5402

Office Address

505 Woodbridge Pkwy Ste 200
Wylie, TX 75098opens in a new window

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