LeConte provides excellent service to our clients because we have great people working on their behalf. When we have an opportunity to add great people, we take it.
Wes brings valuable experience to the team and our clients, previously working at two independent registered investment advisers in middle TN. He spent four years in Brentwood and Franklin, TN, working in investment operations and financial planning. He had a wide range of responsibilities including investment due diligence, constructing model portfolios, portfolio management, planning analysis, and client onboarding. He looks forward to using his past experiences to deliver superior service and value to our clients.
Jon Dockery, LeConte managing partner said, “As a Certified Financial Planner™, Wes brings industry recognized expertise to our Purpose Built Planning service. He will also provide greater capacity in our tax and investment management business.” Wes has previously passed the Series 7, 65 and 66 financial industry exams.
Wes is glad to be back in Maryville, where he was born and raised. He is an avid sports fan and loves cheering on his alma matter, the Tennessee Volunteers. When he is not attending a Tennessee sporting event, he loves spending time at the lake, trying new restaurants, and enjoying the Smoky Mountains.
“Always strive to be better.” This speaks to all aspects of my life. To strive to be a better colleague, friend, son, brother, and overall person. Luckily, I am in a profession where this type of mentality helps facilitate the development of meaningful, long-lasting relationships which I hope to develop with each and every client,” Wes McNeillie.