• B.S. Accounting, Grove City College, 1967
  
• Started in Insurance and Estate Planning in Pittsburgh, PA in 1970.
  
• In 1973 became licensed for securities
  
• In 1976 moved back to Grove City, PA from Pittsburgh
  
• Became a Certified Financial Planner® certificant in 1983
  
  
  
  
  

  For 32 years, Bill has helped clients meet their financial goals and objectives. This is done by taking an inventory of assets, evaluating needs and developing a plan of action and a review process. This process may include the purchase of various financial products.
  
  
  
  

  Anna Marie McDowell

  Anna Marie has been with the firm for 14 years and received her Financial Paraplanner certification from the College for Financial Planning in 1992.   She oversees daily processing and assists Mr. Neely with client relationship.  Anna Marie also holds a Series 6 Securities License.
  
  
  

Sandra D. Cimini 

Sandy recently joined the staff in 2005 as a Registered Representative of Walnut Street Securities.  Licensed in securities and life insurance since 1998 she brings over 12 years of experience as a Trust Officer and trust services background to the office.  Her role at the Neely Group will include securities sales and service as well as life and long term care insurance sales.