Neal Wadley, CFP®, CIMA®
Managing Director, Senior Wealth Advisor
Neal Wadley is a Senior Wealth Advisor at Linscomb Wealth and a voting member of the firm’s Wealth Management Committee. He has over 20 years of experience providing comprehensive planning and family office services to clients with generational wealth and complex financial situations. Neal previously served as a senior wealth advisor at a Dallas-based multi-family office and as a portfolio manager and advisor at a large North American bank. A member of the Investments & Wealth Institute™ and the Financial Planning Association, Neal graduated with a B.B.A. in Finance from The University of Oklahoma in May 2002. Outside of the office, Neal loves spending time in Galveston with family, fishing, skiing, traveling, and watching football.
Certifications
CERTIFIED FINANCIAL PLANNER® professional, Certified Investment Management Analyst® designee
Favorite Quote
“You should be far more concerned with your current trajectory than with your current results.” – James Clear, Atomic Habits
Favorite Book
The Problem of Pain by C.S. Lewis
Favorite Music/Podcast
The Beatles, Radiohead, Led Zeppelin, U2, Red Monroe
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