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.

https://lecontewealth.com/wp-content/uploads/2022/01/wes-sm-2022.jpg

GET IN TOUCHContact Wes

Address
703 William Blount Drive,
Maryville, TN 37801
Phone
(865) 379-8200
Email
wes.mcneillie@lecontewealth.com
Check out our writings

Financial Friction

blog posts
bt_bb_section_top_section_coverage_image
Creating Your Legacy
Creating Your Legacy
One of our retired clients approached us earlier this year asking about leaving a legacy. They were reflecting on their estate plan and how to create a lasting impact for causes they were passionate about. We created a strategy using a Donor Advised Fund to help them align their charitable giving with their goals, maximize...
Credit Card Debt – Consumer Debt at its Worst
Credit Card Debt – Consumer Debt at its Worst
The Federal Reserve Bank of New York just released their household debt and credit report for the first quarter of 2023, and the results were startling. Total consumer debt rose to a record $17.05 trillion in the first quarter of 2023, an increase of $148 billion, or 0.9%, from the fourth quarter of 2022. Consumer...
College Graduation – What Has Changed in 230 Years
College Graduation – What Has Changed in 230 Years
Graduation Time! My daughter graduated from law school last weekend. She has a job lined up with a family law practice in Phoenix, so she’ll be taking the bar exam later this summer out west. My wife and I are proud of her academic accomplishments and the hard work that she put into it. Hard...
Painting your own picture
Painting your own picture
This week is going to be a busy week for me. As many know, I have three sons and the school year is ending for all of them. It’s especially important to my middle son who is wrapping up his high school baseball career and will be graduating on Friday. It’s kind of amusing to...
LeConte Wealth ManagementHeadquarters
We have an open door policy. Give us a visit.

703 William Blount Drive,
Maryville, TN 37801
Get in touchLeConte Social links
We participate in the online community. Connect with us.

Copyright 2023 LeConte Wealth Management LLC. All rights reserved.

Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.