Broker Check
David  Neeley


David is a Financial Services Representative with JD Financial Group and Associates. His practice is focused on retirement planning strategies for both pre-and recent retirees that use after-tax money where gains or income produced in the strategies are less subject to ordinary income tax.

Hobby-wise, David is an Executive Bourbon Steward and host of Grapes, Grains, and Conversations, a networking group for Professionals who discuss local issues while enjoying wine and spirits at The Dunhill hotel in historic Uptown Charlotte, NC.

David is from Macon, Georgia, a U.S. Army veteran, and an active Community Servant engaged in youth mentoring, the small business community and financial education. He lives in Pineville, NC with his wife, Shana.

David Neeley is insurance licensed in the following states: Georgia, Massachusetts, New Jersey, North Carolina, Pennsylvania, and South Carolina