Buddy McNeese, CRPC®, our founder and President, earned his securities and insurance licenses in 1995. Since then, he has been a partner on a very successful team at a major Wall Street wire house and more recently was the Chief Investment Officer of a nationally recognized Registered Investment Advisory.
A University of Georgia Graduate, he earned the Chartered Retirement Planning Counselor designation (CRPC®) in 2006 from the College for Financial Planning.
Buddy has served on many community boards including the United Way, the Brunswick-Glynn County Chamber of Commerce, and the St. Simons Public Library.
In his spare time, Buddy enjoys reading the classics and training in Brazilian Jiu Jitsu. He lives on St. Simons with his wife Mandy and their cats Pearl and Chester. Their kids are (almost) grown and enjoying college!