William S. Neely, CFP^®

William S. Neely serves as a Senior Associate Advisor at JFG Family Office. In his role, William works alongside JFG’s Advisors to assist with business development, all client support and needs ranging from portfolio monitoring, estate planning, and facilitating communication between the clients and their outside advisor team.

William graduated from the University of Arkansas earning a Bachelor of Science in Business Administration with a concentration in Finance. William began his career in the aerospace-defense industry with L3Harris. Prior to joining JFG William was a Manager at Tolleson Wealth Management, a multi-family office based in Dallas. There, he worked closely with high-net-worth families to implement thoughtful, long-term planning strategies while managing the day-to-day complexities that come with multi-generational wealth. William holds the Certified Financial Planner® (CFP®) designation.

A third-generation Dallas native, William has deep roots in the community he serves. Outside of work, he enjoys road cycling, cooking, and antique cars. He and his wife regularly volunteer in the children’s ministry at their church and value giving back to the community that has shaped them personally and professionally.