Neil Vannoy (CFP®, MBA)

Neil Vannoy focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Financial Planning, Investment Management, Retirement Planning, Retirement Income Planning, College Planning, Financial Planning for Business Owners, Investment-Related Tax Issues, Gifting Strategies

Additional Information

Neil is President of Vannoy Advisory Group. He founded the company in late 2007 to give individuals access to professional financial advice without any sales pressure or hidden commissions.

Neil is a CFP® Practitioner, a NAPFA-Registered Financial Advisor, a member of MENSA, and has over a decade of experience in the financial services industry. He was a contributor to the book Investing in an Uncertain Economy for Dummies®, has been featured on Morningstar.com, and co-hosts a weekly financial segment each Monday morning for a local NBC affiliate.

Summary of Neil's Credentials

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Series 65 Investment Advisor Representative
  • Boston University – Certificate in Financial Planning
  • Pepperdine University – MBA
  • Texas State University – BS and BA Degrees

NAPFA Start Date

May 07, 2008

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This Office

700 N Saint Marys St Ste 1400 San Antonio, TX 78205-3535 Phone: (210) 587-6433 Fax: (888) 366-0035