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NEAL WADLEY

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NEAL WADLEY

NEAL WADLEY

CFP®, CIMA®

DIRECTOR

WEALTH ADVISOR

Industry Experience: 21 years

  • Graduate, The University of Oklahoma – B.B.A., Finance
  • Member, Investments & Wealth InstituteTM, , 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
  • Significant experience providing comprehensive planning and advisory services to wealthy families
  • Married with two children
  • 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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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Linscomb & Williams' website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Linscomb & Williams, a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
Investment concepts and products involve risk and are not guaranteed or insured by FDIC.
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