William S. Neely, CFP^®

William S. Neely is a Client Advisor at JFG Family Office. He works closely with individuals and families on the planning and investment decisions that come with significant, multigenerational wealth. His work includes estate and tax planning, wealth transfer, investment management, liquidity and cash flow planning, philanthropy, and family governance. William also works closely with clients’ attorneys, accountants, and other trusted advisors to provide coordinated advice across their financial lives.

William earned a Bachelor of Science in Business Administration with a concentration in Finance from the University of Arkansas. He began his career in the aerospace and defense industry with L3Harris before transitioning to wealth management. Prior to joining JFG, William was a Manager at Tolleson Wealth Management, a Dallas-based multi-family office, where he advised families on long-term planning and the financial, investment, and administrative needs that come with multigenerational wealth. William holds the Certified Financial Planner® (CFP®) designation.

A third-generation Dallas native and seventh-generation Texan, 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.