Shane Neal
President of Compass Wealth Management LLC
- Role
- Financial Advisor - Cfp at Compass Wealth Management Llc
- Location
- Chattanooga, TN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Shane Neal
Securities offered through StoneX Securities Inc. Member FINRA and SIPC, Advisory Services offered through StoneX Advisors Inc.
Experience
Financial Advisor - Cfp
Oct 2012 — Present · Chattanooga, TN, US
Education
The University of Tennessee at Chattanooga
B.S. & M.B.A., Finance
1990 — 1996
Skills
- Series 65
- Wealth Management Services
- Financial Advisory
- Disability Insurance
- Securities
- Retirement
- Public Speaking
- Long-Term Care
- Insurance
- Financial Planning
- Estate Planning
- Life Insurance
- Fixed Annuities
- Financial Services
- Iras
- Investment Management
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Finance
- Mergers & Acquisitions
- 401k
- Strategic Planning
- Investments
- Investment Advisory
- Asset Management
- Etfs
- Mutual Funds
- Fundraising
- Financial Analysis
- Series 63
- Alternative Investments
- Retirement Planning
- Asset Allocation
- Investment Strategies
- Series 7
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.