The Jacoby Nealon & McCain Wealth Management Group of Wells Fargo Advisors has built a 30-year heritage of managing the assets of wealthy families. You can rely on the experience of our team of ten financial professionals, including four CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, one Certified Investment Management Analyst (CIMA®) and one Senior PIM Portfolio Manager.
In addition to our responsive, in-house team, we draw on the vast resources of Wells Fargo Advisors, and introduce you to affiliates, as well as our extended network of tax professionals, attorneys and estate planners to help support your family's wealth management needs.
At Jacoby Nealon & McCain Wealth Management Group, you'll enjoy confidential guidance, personal service and direct access to your advisor or investment professionals who are always there to answer your questions or handle issues that may arise.
Is responsible for over $2 billion in assets as of April 30, 2019
Financial Times Top 400 Advisors2
Barron's Top 1200 Advisors1
Forbes Best-in-State Wealth Advisors 2018-20193
Keith Jacoby, CFP®, CIMA® has over 23 years of experience and has been included in the 2014-2019 Barron's Top 1,200 Advisors1. He was also named to the Financial Times Top 400 Advisors2 in 2014 and has been recognized as one of the Forbes3 Best-in-State Wealth Advisors 2018-2019.
With over 32 years of industry experience, Donald Nealon, CFP® is a Senior PIM Portfolio Manager4 having met rigorous criteria based on his experience and expertise. He works with families, building and managing their personalized investment portfolios.
Michael McCain, Managing Director-Investments, has more than 39 years' experience as a Financial Advisor and been named one of the nation's top 400 advisors by Financial Times2 in 2014, 2016, and 2017. He has also been recognized as one of Barron's Top 1,000 Financial Advisors1 from 2009-2013, Barron's Top 1,200 Financial Advisors1 for 2014-2019 and as one of Forbes Best-in-State Wealth Advisors 2018-20193. Michael is known as a professional in family wealth management—coordinating planning and governance meetings for wealthy families.
1 The Barron’s Top 1,200 Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.
2 The Financial Times Top 400 Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.
3 The Forbes Best-In-State Advisor ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
4 The Private Investment Management (PIM) program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000