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.
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