David Neeley

David Neeley is from Macon, Georgia, a graduate of Mercer University, and a U.S. Army veteran. He is an active Community Servant engaged in Mentoring, the Small Business Community, and Financial Education. David’s mantra is “Strategies over Products” so, his consultations are paced to ascertain a client’s financial behavior, so they are empowered to stick with their plans. David lives just south of Charlotte in Pineville, N.C. with his wife, Shana, and specializes in financial strategies that reduce taxable retirement income.