Thank you, Wes!!
Today is Wes McNeillie's 1-year work anniversary. Wes interned with LeConte in 2014, before he went on to graduate from the University of Tennessee Haslam College of Business - UT and The University of Tennessee at Chattanooga. He later completed the certification to become a Certified Financial Planner.
Wes has brought valuable experience to our team and our clients, as he previously worked at two independent registered investment advisers in middle TN. He uses his skill set to help develop financial plans, assists with investment due diligence, constructing model portfolios, and portfolio management.
He embodies the LeConte Wealth core values of commitment to leading edge thought, integrity in all things, community involvement and teamwork. Thank you for always striving to be better.
Help us congratulate him!