Neal Wadley, CFP®, CIMA®

Neal Wadley is a member of the Senior Management Team and chairs the Family Office Working Group, which focuses on best practices in serving family office clients. Neal has significant experience in providing comprehensive planning and family office services to clients with generational wealth and complex financial situations. He 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. Neal is a member of the Investments & Wealth Institute™, Financial Planning Association, and Houston Estate & Financial Forum. He 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^®, 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