John Michael McNeely
Financial Advisor
- Role
- Financial Advisor at Equitable Advisors
- Location
- Asheboro, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor
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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