Roy Neal

Roy Neal

Financial Advisor

Phone: 1-866-921-1234
Fax: 513-624-7529
E-mail:

 

 

 

 

 

Roy Neal is a native of Cincinnati, Ohio and with the exception of three years living in Europe, has lived in the Cincinnati area his entire life. Roy has offices in Cincinnati, Ohio and for the past seven years, in Pinehurst, North Carolina. His wife of 23 years, Kay is a retired elementary school teacher. Roy has spent the past 23 years concentrating on financial and estate planning.  He meets regularly with his individual and business clients to assess their risk management and investments.  Roy believes managing your money is a process. Times change. Markets change. Life changes. Roy will regularly help you review your strategy and objectives. He can analyze your position, balances and asset allocation to see if you're still on track. He has developed close working relationship with attorneys and CPAs in both Ohio and North Carolina who help with wills, trusts and other estate planning techniques. Roy is a member of the Chamber of Commerce and Masons. His interests include collecting wine and playing golf.