About


Mary Beth brings an extensive background in the financial services industry to her role at Wealth Enhancement Group. She began her career in banking and in 1987, she began working for a large broker dealer firm in Pennsylvania. In 1997 she joined Retirement Strategies, Inc. as Operations Manager and became a partner in 2005. She is passionate about creating and monitoring clients' financial plans and employing strategies that help clients achieve their goals and life dreams.




In her free time, Mary Beth enjoys spending time with her husband, three children and grandchildren. She resides in Ponte Vedra Beach, FL.




Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.


Articles by topic

Blog

A growing number of people are now turning to technology to help with their investments. But what about financial advice? Does it make sense to trust your financial future to a robo-advisor?
Mary Beth Neeley CFP®, RICP®

Blog

A divorce at age 50 or beyond may require you to go through some extra steps and some additional planning.
Mary Beth Neeley CFP®, RICP®

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