About

David Neeley is from Macon, Georgia, and a graduate of Mercer University.  He is an active Community Servant engaged in mentoring and financial education.  As a U.S. Army veteran, he is keen on helping people access financial tools.  A critical feature of his consultative approach is slowing down enough to ascertain and incorporate a client's financial behavior in recommendations.  David lives in Pineville, NC with his wife, Shana, and specializes in insurance and retirement planning.

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