About Us

Enjoy confidential guidance, personal service and direct access to your team of professionals.

The Jacoby Nealon & McCain Wealth Management Group of Wells Fargo Advisors has built a 40-year heritage of managing the assets of wealthy families. You can rely on the experience of our team of 18 financial professionals, including six CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, one Certified Investment Management Analyst (CIMA®) one Accredited Asset Management Specialist (AAMS®), one Accredited Domestic Partner Advisor (ADPA®), one Chartered Retirement Planning Counselor (CRPC®), and two Senior PIM Portfolio Managers.

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.

Responsible for over $3.2 billion in assets as of February 28, 2022

Barron's Top 1200 Advisors Advisors Forbes Best-in-State Wealth Advisors 2018-2021

Keith Jacoby, CFP®, CIMA®, Managing Director - Investments, has over 27 years of experience and has been included in the 2014-2021 Barron's Top 1,200 Advisors. He has been recognized as one of the Forbes Best-in-State Wealth Advisors 2018-2021.

With over 32 years of industry experience, Donald Nealon, CFP® is a Senior PIM Portfolio Manager 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 42 years' experience as a Financial Advisor and been recognized as one of Barron's Top 1,000 Financial Advisors from 2009-2013, Barron's Top 1,200 Financial Advisors for 2014-2022 and as one of Forbes Best-in-State Wealth Advisors 2018-2021. 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 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
  2. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s 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 rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
  3. 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

Let's Connect

Get in touch today and we will contact you to discuss your goals and options.

Contact Us