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David Neeley Location
Macon, GA, US
David Neeley Work
Lead Advisor @ (June 2026 - Present)
Financial Strategist @ (July 2024 - Present)
Financial Professional at AnchorPoint Retirement Solutions for Ministers and Churches @ (September 2025 - May 2026)
Brokerage Director @ (August 2025 - January 2026)
NC and SC Brand Ambassador @ (February 2023 - January 2026)
Financial Strategist @ (May 2022 - July 2024)
Financial Representative @ (October 2015 - April 2022)
David Neeley Education
Mercer University
Bachelor of Arts (B.A.) (Business/Corporate Communications)
1989-1995
David Neeley Skills
IRAs
401k Rollovers
Financial Strategies
Investments
Insurance Strategies
Personal Needs Analysis
Risk Management
Retirement Strategies
Business Needs Analysis
Estate Planning Strategies
Life Insurance
David Neeley Summary
David Neeley, based in Macon, GA, US, is currently a Financial Strategist at Stone Press Financial Group. David Neeley brings experience from previous roles at AnchorPoint Retirement Solutions, Stone Press Financial Group and Uncle Nearest, Inc.. David Neeley holds a 1989 - 1995 Bachelor of Arts (B.A.) in Business/Corporate Communications @ Mercer University. With a robust skill set that includes IRAs, 401k Rollovers, Financial Strategies, Investments, Insurance Strategies and more. David Neeley has 3 emails and 1 mobile phone numbers on RocketReach.
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