Broker Check
Vickie McNeal

Vickie McNeal

Office Administrator

  • Assists in developing client presentations
  • Checks on the status of account transactions
  • Coordinates client mailings, newsletters, and events
  • Estate Processing
  • Fields client questions and concerns
  • Handles operational procedures
  • Handles questions regarding AccountView
  • Maintains client accounts
  • Prepares updates for client accounts
  • Processes transfers, contributions, and withdrawals
  • Services and assists in delivering financial planning