Tax and Planning Specialist

Wes McNeillie, CFP®

“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.

Wesley “Wes” McNeillie is the newest member of Leconte, joining the firm in January of 2022. While new to Leconte, 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.

Wes became a Certified Financial Planner™ in 2021. He has also passed the Series 7, 65 and 66 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.

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GET IN TOUCHContact Wes

Address
703 William Blount Drive,
Maryville, TN 37801
Phone
(865) 379-8200
Email
wes.mcneillie@lecontewealth.com
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.