Coley Neel, CFA®

Coley is an Investment Strategist with W.A. Smith Financial Group primarily focused on portfolio strategy and implementation.

He completed his undergrad from the University of Arkansas, earned his MBA from Indiana University and obtained the globally-recognized professional designation Chartered Financial Analyst® (CFA) from the CFA Institute. Coley brings 20-years’ experience working in risk management and compliance at Wells Fargo, capital management at Ally and wealth management at PNC.

Today, Coley is a father of two young girls who mean the world to him. Outside of the office, Coley enjoys playing golf, trail running and woodworking.

Get to know Coley

Favorite Holiday: Christmas…I am a sucker for the lights and older music

Favorite Food: Mexican and Thai…I like spicy

Favorite Movie: A River Runs Through It

The best piece of financial advice Coley has ever received: A bad investment is similar to a bad relationship, it is often best to exit and search for better alternatives.