Our Staff



William T. Neely, CFP®





Bill lives in Grove City, Pennsylvania with his wife, Lynn. They have been married since 1967. 

 



  • 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 PLANNERTM, certificant in 1983 

For over 40 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.



  



Aaron H. Stanley



Aaron began in the financial services industry in 2004.  He started his own Financial Advisory practice in 2005 with Waddell & Reed, Inc. in Pittsburgh, PA.



  • B.A. Economics, Indiana University of PA, 2004

     
  • 2009 Aaron joined The Neely Group  


Since 2005, Aaron has helped his clients meet their ongoing financial goals and objectives.  This is done by using an array of strategies and products to meet the specific needs of each individual client.  Aaron resides in Cranberry Township with his wife Hannah.  He holds Series 6, 7, 63, and 66 Securities Licenses. 



 

Anna Marie McDowell

Anna Marie has been with the firm since 1991 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 and 63 Securities License and is a Registered Representative of Walnut Street Securities.



  

 

 



 

 

 Cathy Powell

Cathy joined The Neely Group as a sales assistant in 2007.  Her background includes accounting supervision with a Fortune 500 Corporation.  Cathy assists with client service and office administration duties.

 

 

 

 Sandra D Cimini

 Sandy joined our staff in 2005 as a Registered Representative of Walnut Street Securities.  Licensed in securities and life insurance since 1998 she brings over 15 years of experience as a Trust Officer and trust services background to the office.  Sandy currently serves as a part time registered sales assistant.