Carey McNeal

Carey McNeal focuses in the
following client markets or areas of practice:

Corporate Executives

Estate & Generational Planning Issues

High Net Worth Client Needs

Medical Professionals

Retirement Planning & Distribution Rules

Planning Specialties

Mr. McNeal has experience with the complex aspects of financial planning. He is available to personally provide each client with comprehensive financial advisory services, including portfolio analysis and retirement planning. Carey has over 20 years of investment and planning experience, including positions in investment brokerage, trust services, private banking and investment management. He is a 1988 graduate of the College of Business and Economics at Boise State University. Carey has served as President of the Boise Estate Planning Council, is a current member of the Financial Planning Association, the Southwest Idaho Planned Giving Council and the National Association of Personal Financial Advisors (NAPFA) as a Registered Financial Advisor .

Additional Information

In addition to his professional experience, Carey is past president of Big Brothers Big Sisters of Southwest Idaho, and served as Regional President, Investment Committee Chairman, and National Board Member for Big Brothers Big Sisters of America. He is currently a member of the Boise Downtown Rotary Club.