Jay Neal
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Jay Neal Email & Phone Number

Financial Advisor at Advanced Wealth Strategies, Inc. at Advanced Wealth Strategies
Location: Davidson, North Carolina, United States 5 work roles 1 school
1 work email found @planwithaws.com 2 phones found area 704 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@planwithaws.com
Direct phone (704) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor at Advanced Wealth Strategies, Inc.
Location
Davidson, North Carolina, United States
Company size

Who is Jay Neal? Overview

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Quick answer

Jay Neal is listed as Financial Advisor at Advanced Wealth Strategies, Inc. at Advanced Wealth Strategies, a with 4 employees, based in Davidson, North Carolina, United States. AeroLeads shows a work email signal at planwithaws.com, phone signal with area code 704, and a matched LinkedIn profile for Jay Neal.

Jay Neal previously worked as Financial Advisor at Advanced Wealth Strategies and Financial Representative at Consolidated Planning, Inc.. Jay Neal holds Ba, Government from Wofford College.

Company email context

Email format at Advanced Wealth Strategies

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{first}@planwithaws.com
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AeroLeads found 1 current-domain work email signal for Jay Neal. Compare company email patterns before reaching out.

Profile bio

About Jay Neal

I work with small business owners and families to create strategies to help them maximize their resources and minimize their financial worries. I do this with a planning process that helps clients get organized, protected and focused.When I am not helping my clients manage and grow their financial portfolio, I spend time as an NCAA Football Official working in the Southern and Sun Belt Conferences.

Listed skills include Savings, Personal Finance, Investment Strategies, Investments, and 5 others.

Current workplace

Jay Neal's current company

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Advanced Wealth Strategies
Advanced Wealth Strategies
Financial Advisor at Advanced Wealth Strategies, Inc.
cornelius, north carolina, united states
Website
Employees
4
AeroLeads page
5 roles · 37 years

Jay Neal work experience

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

Financial Advisor

Current

Cornelius, Nc

Important Disclosures:Investment Advisory Services offered through AlphaStar Capital Management, LLC., a SEC Registered Investment Adviser. AlphaStar Capital Management, LLC and Advanced Wealth Strategies, Inc. are independent entities. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level or skill or ability. Insurance products and services are offered through Advanced Wealth Strategies, Inc. by individually licensed and appointed agents in various jurisdictions. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by Advanced Wealth Strategies.Any information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

Feb 2018 - Present

Financial Services Professional

I provided an analysis of clients' financial situation and helped them:• Identify financial goals and concerns• Understand what needed to be done to reach those goals and deal with concerns

2010 - 2014 ~4 yrs

Co-Founder / Ceo

South Street Funding, Inc.

Created and grew a real estate finance firm specializing in residential rehab loans for investors across the Carolinas.

2003 - 2009 ~6 yrs

Founder / President

Neal Properties, Inc.

Formed and grew a property management company servicing individual, corporate and governmental clients with all aspects of their real estate investments.

1990 - 2005 ~15 yrs
Team & coworkers

Colleagues at Advanced Wealth Strategies

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

1 education record

Jay Neal education

  • Wofford College
    Wofford College
    Government
FAQ

Frequently asked questions about Jay Neal

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

What company does Jay Neal work for?

Jay Neal works for Advanced Wealth Strategies.

What is Jay Neal's role at Advanced Wealth Strategies?

Jay Neal is listed as Financial Advisor at Advanced Wealth Strategies, Inc. at Advanced Wealth Strategies.

What is Jay Neal's email address?

AeroLeads has found 1 work email signal at @planwithaws.com for Jay Neal at Advanced Wealth Strategies.

What is Jay Neal's phone number?

AeroLeads has found 2 phone signal(s) with area code 704 for Jay Neal at Advanced Wealth Strategies.

Where is Jay Neal based?

Jay Neal is based in Davidson, North Carolina, United States while working with Advanced Wealth Strategies.

What companies has Jay Neal worked for?

Jay Neal has worked for Advanced Wealth Strategies, Consolidated Planning, Inc., Hf Financial, South Street Funding, Inc., and Neal Properties, Inc..

Who are Jay Neal's colleagues at Advanced Wealth Strategies?

Jay Neal's colleagues at Advanced Wealth Strategies include Amelia Black, Renee Simpson, and Douglas Marion.

How can I contact Jay Neal?

You can use AeroLeads to view verified contact signals for Jay Neal at Advanced Wealth Strategies, including work email, phone, and LinkedIn data when available.

What schools did Jay Neal attend?

Jay Neal holds Ba, Government from Wofford College.

What skills is Jay Neal known for?

Jay Neal is listed with skills including Savings, Personal Finance, Investment Strategies, Investments, Wealth Accumulation, Investment Advisory Services, Asset Allocation, and Retirement Planning.

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