William T. Neely
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 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.
|