John Michael McNeely

Financial Advisor

Role
Financial Advisor at Equitable Advisors
Location
Asheboro, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Advisor

    Equitable Advisors

    Jan 2020 — Present · Asheboro, NC, US

Education

  • Appalachian State University

    Bachelors of Fine Arts: Cum Laude, Music performance and Music Education

    1973 — 1977

  • Northwestern University

    Graduate Studies in Music and Business

    1987 — 1987

Skills

  • Tax-Efficient Investing Services
  • Ira Rollover Strategies
  • Executive Benefits Planning
  • Long Term Care Planning Services
  • Strategic Financial Planning
  • Long Term Care Planning Strategies
  • Financial Planning
  • Wealth Management
  • Risk Management
  • Over 15 Years Experience of Advising Clients Through Often Tumultuous Markets.
  • 401(K) Rollover Strategies
  • Estate Planning Strategies

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John Michael McNeely — Financial Advisor at Equitable Advisors in Asheboro, NC, US | Unifers