Mary Beth
Neeley

Wealth Enhancement Advisory Services, LLC

CRD#1763380
Investment Advisor
in Jacksonville, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mary Beth Neeley is a financial advisor based in Jacksonville, Florida, working with Wealth Enhancement Advisory Services, LLC. Mary Beth has previously held positions at Purshe Kaplan Sterling Investments, Retirement Strategies, Inc, Wealth Enhancement Advisory Services, and Wealth Enhancement Group. Mary Beth has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Mary Beth is part of Wealth Enhancement Advisory Services, LLC, which operates out of Jacksonville, Florida. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

10751 Deerwood Park Boulevard, Suite 302
Jacksonville, FL 32256

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$72,024,609,099

FL Average: $5,289,111,388
Total Number of Accounts

154,394

FL Average: 8,262
Average Account Size

$466,499

FL Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Mary Beth Neeley Work History

2018 - Present (6 years)

Wealth Enhancement Advisory Services

2018 - Present (6 years)

Wealth Enhancement Group

2005 - 2015 (10 years)

Purshe Kaplan Sterling Investments

2005 - 2018 (13 years)

Retirement Strategies, Inc

Disclosures

Please visit the SEC profile of Mary Beth Neeley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Enhancement Advisory Services, LLC

Ariel Da Silva
Minneapolis, MN
Eric Grafnitz
Minneapolis, MN
Peter Demartino
Los Angeles, CA
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Colby Feane
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started