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NEAL WADLEY

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NEAL WADLEY

NEAL WADLEY

CFP®, CIMA®

DIRECTOR

WEALTH ADVISOR

  • Significant experience providing comprehensive planning and advisory services to wealthy families
  • Serves as a member of the L&W Wealth Advisory Working Group
  • Member, Investments & Wealth Institute TM, Financial Planning Association, and Houston Estate & Financial Forum
  • Formerly a senior wealth advisor at a Dallas-based multi-family office and a portfolio manager and advisor on the wealth management team for a large North American bank
  • Graduate, The University of Oklahoma – B.B.A., Finance
  • Neal and his family enjoy traveling and spending time at the beach in Galveston

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ABOUT LINSCOMB & WILLIAMS

Linscomb & Williams ("L&W") is a Securities and Exchange Commission ("SEC") registered investment adviser. We are a fee-only, investment advice fiduciary financial planning and investment management firm headquartered in Houston, Texas and serving investors nationwide. We have over 50 years of experience aimed at helping families build, preserve, and manage wealth.

Principal Office:

  • 1333 West Loop South
    Suite 1500
    Houston, TX 77027
  • 713.840.1000
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*Data as of 9/30/2023
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Investment concepts and products involve risk and are not guaranteed or insured by FDIC.
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