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Mark McNeely, CFP®

Mark McNeely, CFP®

SVP | Senior Financial Advisor

(318) 397-6402

mark.mcneely@lpl.com

Office: 909 N 18th St, Monroe, LA 71201

Meet Mark McNeely, a Senior Vice President and Senior Financial Advisor with Cadence Investment Services. With 21 years of industry experience, Mark is a seasoned professional dedicated to helping clients navigate their financial journeys.

A graduate of the University of Louisiana at Monroe, Mark earned his BA in Finance, Real Estate, and Insurance. He holds Series 7 and 66 securities registrations, as well as Insurance registrations, through LPL Financial.

Mark's extensive background and commitment to his clients make him a vital part of the Cadence Investment Services team. His comprehensive approach to financial advising ensures that each client receives personalized strategies tailored to address their unique needs and goals.

Whether you're planning for retirement, investing for the future, or managing risk, Mark McNeely is here to provide the experienced guidance and support you need to pursue your financial objectives with confidence.