Wesley Neal brings a well-rounded background in finance, client service, and global experience to his role as a Financial Planning Associate. A native of Davidson, Wesley pursued his passion for finance at Wofford College, where he earned a degree in Finance with a minor in Accounting and competed as a varsity track athlete.
During college, Wesley completed multiple finance-focused internships, including a pivotal role with Advanced Wealth Strategies. There, he gained hands-on exposure to the financial planning process, client interactions, and industry-standard software—solidifying his interest in the field and giving him a strong foundation for his career.
Following graduation, Wesley spent two years working in hospitality for the U.S. Department of Defense in Germany. This international experience broadened his perspective, strengthened his communication skills, and deepened his appreciation for cultural diversity—qualities that enhance his ability to serve a wide range of clients.
Wesley is passionate about travel and has visited four continents so far, with the goal of reaching all seven. A lifelong athlete, he enjoys golfing in his free time and one year even ran with the bulls in Spain. He is a proud graduate of Woodlawn High School, where he played soccer and ran track.
Wesley is excited to contribute his energy, global outlook, and financial knowledge to the team as he continues to grow in the financial planning profession.
