Pete Neelon – Financial advisor and financial planner
Pete Neelon loves economics and investing, which makes him the perfect person to run his Edward Jones business in Windham. He has been involved in helping clients plan for their futures and their family’s future for 15 years.
“You know when they say, ‘If you love what you do you’ll never go to work another day in your life’? It’s kind of like that,” Neelon said about being a financial advisor and planner.
Through Edward Jones and Neelon, clients can create education plans, like 529 plans, sign up for life insurance, disability insurance, long-term care insurance and create investment portfolios with mutual funds and money market funds and do estate planning. He also can also work with individual stocks.
Recently, Neelon had a visit from clients who had planned for their daughter’s education. They had structured the plan so that she has no college debt as a recent graduate.
“Time is your ally on all investments,” he said. He recommends clients fund their retirement accounts first and then college for the children as “retirement planning can only be done in advance.”
Neelon joined with Edward Jones as a partner because of its entrepreneurial spirit. “Edward Jones is over the door, but it has my name is on the door,” he said of his office in the Don Rich Plaza in North Windham. He has put his own style, set his own hours and has worked to have his own “book of business”. “It is an honest and ethical business,” he added. He described Edward Jones as a “bit on the conservative side.”
Not all who work under the Edward Jones name are also financial planners, Neelon said. Actually, very few are. He went to school for a year and a half to earn his Certified Financial Planning certification.
Edward Jones does not manufacture any products. Neelon has preferred vendors that Edward Jones likes to work with, but he is not limited by that.
He meets with his clients yearly and some more often if needed asking them about their goals, their timeframe and their risk tolerance. He works with serious, long term investors. He likes to work with small businesses setting up 401K plans and other retirement plans.
Neelon’s office has two branch office administrators, Anne-Marie Polanski and Pam Burt.
Neelon is a past-president of the Sebago Lakes Chamber of Commerce, he chaired the chamber golf tournament for many years, is a current chairman of the board for his church, sits on boards for charitable organizations and loves to ski and golf. He lives in Gorham with his wife. He has two grown children.
Edward Jones is looking for people to run offices in the area who are strong in math and enjoy helping people. For more on Neelon and Edward Jones, visit www.edwardjones.com.