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David Mcneely, Cfa Email & Phone Number

Portfolio Manager at Darden Wealth Group
Location: Ann Arbor, Michigan, United States 3 work roles 2 schools
1 work email found @dardenwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@dardenwealth.com
LinkedIn Profile matched
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Current company
Darden Wealth Group
Role
Portfolio Manager
Location
Ann Arbor, Michigan, United States
Company size
4 employees

Who is David Mcneely, Cfa? Overview

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Quick answer

David Mcneely, Cfa is listed as Portfolio Manager at Darden Wealth Group, a company with 4 employees, based in Ann Arbor, Michigan, United States. AeroLeads shows a work email signal at dardenwealth.com and a matched LinkedIn profile for David Mcneely, Cfa.

David Mcneely, Cfa previously worked as Financial Advisor at Merrill Lynch and Financial Consultant at Suntrust Investment Services, Inc.. David Mcneely, Cfa holds Master Of Business Administration (M.B.A.), Business Administration from University Of Florida - Warrington College Of Business Administration.

Company email context

Email format at Darden Wealth Group

This section adds company-level context without repeating David Mcneely, Cfa's masked contact details.

*@dardenwealth.com
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AeroLeads found 1 current-domain work email signal for David Mcneely, Cfa. Compare company email patterns before reaching out.

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Profile bio

About David Mcneely, Cfa

David Mcneely, Cfa is a Portfolio Manager at Darden Wealth Group. He possess expertise in investment management, risk assessment, financial analysis, investment strategies, wealth management and 4 more skills.

Listed skills include Investment Management, Risk Assessment, Financial Analysis, Investment Strategies, and 5 others.

Current workplace

David Mcneely, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Darden Wealth Group
Darden Wealth Group
Portfolio Manager
ann arbor, michigan, united states
Website
dardenwealth.com
Employees
4
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Company profile
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3 roles

David Mcneely, Cfa work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Merrill Lynch

Lakeland, Florida Area

Aug 2019 - Sep 2019

Financial Consultant

Suntrust Investment Services, Inc.
  • SunTrust Investment Services, Inc. is a full-service broker-dealer, SEC registered investment adviser and a licensed insurance agency, and an integral part of SunTrust Banks, Inc. – one of the nation’s largest and most.
  • Advises clients with focus on analyzing goals, objectives and priorities, including risk tolerance.
  • Analyzes the current state of a client’s finances and provides a plan to help accomplish their goals.
  • Determines which investment solutions best meet the client's needs.
  • Provides ongoing monitoring and advice.
Aug 2005 - Aug 2019
Team & coworkers

Colleagues at Darden Wealth Group

Other employees you can reach at dardenwealth.com. View company contacts for 4 employees →

AD Andrea Darden, Aams Andrea Darden, Aams Colleague at Darden Wealth GroupAnn Arbor, Michigan, United States, United States View → BM Ben Morgridge Ben Morgridge Colleague at Darden Wealth GroupHighland, Michigan, United States, United States View → MM Mark Minder Mark Minder Colleague at Darden Wealth GroupGrand Blanc, Michigan, United States, United States View →
2 education records

David Mcneely, Cfa education

FAQ

Frequently asked questions about David Mcneely, Cfa

Quick answers generated from the profile data available on this page.

What company does David Mcneely, Cfa work for?

David Mcneely, Cfa works for Darden Wealth Group.

What is David Mcneely, Cfa's role at Darden Wealth Group?

David Mcneely, Cfa is listed as Portfolio Manager at Darden Wealth Group.

What is David Mcneely, Cfa's email address?

AeroLeads has found 1 work email signal at @dardenwealth.com for David Mcneely, Cfa at Darden Wealth Group.

Where is David Mcneely, Cfa based?

David Mcneely, Cfa is based in Ann Arbor, Michigan, United States while working with Darden Wealth Group.

What companies has David Mcneely, Cfa worked for?

David Mcneely, Cfa has worked for Darden Wealth Group, Merrill Lynch, and Suntrust Investment Services, Inc..

Who are David Mcneely, Cfa's colleagues at Darden Wealth Group?

David Mcneely, Cfa's colleagues at Darden Wealth Group include Andrea Darden, Aams, Ben Morgridge, and Mark Minder.

How can I contact David Mcneely, Cfa?

You can use AeroLeads to view verified contact signals for David Mcneely, Cfa at Darden Wealth Group, including work email, phone, and LinkedIn data when available.

What schools did David Mcneely, Cfa attend?

David Mcneely, Cfa holds Master Of Business Administration (M.B.A.), Business Administration from University Of Florida - Warrington College Of Business Administration.

What skills is David Mcneely, Cfa known for?

David Mcneely, Cfa is listed with skills including Investment Management, Risk Assessment, Financial Analysis, Investment Strategies, Wealth Management, Asset Management, Investments, and Risk Management.

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