John McNeely Email & Phone Number
Financial Advisor @ Equitable Advisors
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John McNeely Location
- Asheboro, NC, US
John McNeely Work
- Financial Advisor @ (January 2020 - Present)
- Financial Consultant @ (April 2001 - January 2020)
- Financial Advisor @ Morgan Stanley Dean Witter (July 1999 - October 2000)
- Sales and Sales Training @ United States Chamber of Commerce (January 1989 - June 1999)
- Third Horn @ Salisbury Symphony Orchestra (January 1983 - January 1993)
- Band Director @ Southwestern Randolph High School (August 1980 - December 1989)
- Instructor of Horn and Theory @ Appalachian State University-Cannon Music Camp (January 1985 - January 1986)
John McNeely Education
- Northwestern University
Graduate Studies in Music and Business
1987-1987 - Appalachian State University
Bachelors of Fine Arts: Cum Laude (Music performance and Music Education)
1973-1977
John McNeely Skills
- 401(k) Rollover Strategies
- Estate Planning Strategies
- Executive Benefits Planning
- IRA Rollover Strategies
- Investment Planning
- Long Term Care Planning Strategies
- Risk Management
- Wealth Management
- Microsoft Excel
- Finance
- Team Building
- Project Management
- Management
- Strategic Financial Planning
- Long Term Care Planning Services
- Customer Service
- Financial Planning
- 401k Rollover Strategies
- Tax Efficient Investing Services
- 401 Rollover Strategies
John McNeely Summary
- John McNeely, based in Asheboro, NC, US, is currently a Financial Advisor at Equitable Advisors. John McNeely brings experience from previous roles at AXA Advisors, LLC, Morgan Stanley Dean Witter, United States Chamber of Commerce and Salisbury Symphony Orchestra. John McNeely holds a 1987 - 1987 Graduate Studies in Music and Business @ Northwestern University. With a robust skill set that includes 401(k) Rollover Strategies, Estate Planning Strategies, Executive Benefits Planning, IRA Rollover Strategies, Investment Planning and more. John McNeely has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Equitable Advisors Employees
Loren Lo
Senior Vice President
Bellevue, WA, US
David Karr
Chairman of Equitable Advisors
New York, NY, US
James Mellin
President, Advice and Wealth Management
New York, NY, US
Dror Nir
President of The Greater New York Complex
New York, NY, US
Will Tsai
Chief Operating Officer
Madison, WI, US
Michael Goldberg
Senior Vice President, Southeast Complex
Boca Raton, FL, US
Jim Gibbs
Regional Vice President
Springfield, IL, US
John Brennan
Vice President
Bala Cynwyd, PA, US
James Farally
Regional Vice President
Forest Hill, MD, US
Joel Cochran
Vice President, Red River Complex
Dallas, TX, US
Stephen Ashe
Senior Vice President, Northern Complex
Rochester, NY, US
Christopher Moss
Chief Operating Officer
New York, NY, US
Steven Deer
Chief Operating Officer, Central Complex
Deerfield, IL, US
John Rohe
Regional Vice President
Columbia, MD, US
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