Advisor profile


My approach

Neil Abney - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Neil Abney - My approach photo

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Wealth Preservation Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

  • Canterbury University Bachelor in Business Administration in Finance

Interests

Love music of just about every genre, in fact I have several 1000 songs downloaded on to my phone.

I've been a golfer for as long as I can remember. My grandfather was one of the five charter members of the Oldham County Country Club that was founded the year I was born.

Shooting sporting clays and trap.

What I would call a seasoned amateur genealogist. I've done some work for client's curious of their ancestors.

Avid, and maybe even called rabid, boater, on our Sea Ray.

Tottenham Hotspur fan (my mother was a Brit).

BBN

And last but never least, my extended family (related or not).

Community participation

Family sponsor of the Main Street Beer Booth at the St. Joe's Orphanage Picnic for the last 7 years.

Participating member of the Son's of the American Revolution through 3 great grandfathers.

Member of the First Families of Kentucky through a great grandfather that was at Fort Boonesborough.

Previous experience

  • Financial Advisor, Bank of America Merrill Lynch, 2009-2018
  • Financial Advisor, Wachovia Securities, 2008-2009
  • Financial Advisor, A.G. Edwards, 2000-2008
  • Financial Advisor, J. C. Bradford, 1999-2000
  • Product Manager, Commodity Grain Merchandiser Archer Daniels Midland, 1986-1999