Neal is a Financial Advisor, fly-fisherman, and avid guitar player.
Neal French joined Grimes & Company in 2017 after nearly thirty years in financial services. He works with clients who are near or at retirement to help them develop a plan for their life after career and that their financial plan provides the fuel to drive their desires for their next and best chapter.
Neal graduated from the University of North Texas with a Bachelor of Business Administration degree in Finance. Neal worked at Bank of America for 17 years, most of which was spent in the Treasury Management division, managing the flow of funds for global corporations. He began managing investments for individuals and families in 2004 at A.G. Edwards. He then spent a decade at TD Ameritrade. Most recently there, he served as a Senior Manager on the corporate side supporting retail and institutional advice solutions for the firm.
Neal and his wife Jennifer are now empty nesters, with four grown children. Neal is an avid guitar player and is the “front man” for his church band. He also enjoys fly fishing, and travels to a different part of the US every year to go fly-fishing on some of the most famous trout streams in the United States.
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.