
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