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I strive to help clients live better by managing the details. My work centers on streamlining the administrative details that many clients rely on to stay organized in their financial lives. Whether working directly with clients or behind the scenes, I bring a proactive, detail-oriented approach to every aspect of financial operations, helping both clients and the firm stay on track and in compliance.
As a California licensed Notary Public, I provide clients with secure, convenient notarization services—helping them complete key financial and legal documents with confidence and ease.
I enjoy spending quality time with my sweetheart Alex, our adult children, and our grandchildren. I also enjoy cheering on the SF 49ers, Golden State Warriors, and SF Giants.
Wanda McNealy
Director of Business and Client Operations
How do I help clients live better?
As a California licensed Notary Public, I provide clients with secure, convenient notarization services—helping them complete key financial and legal documents with confidence and ease.
Outside of work…
Favorite quote:
“The time is always right to do what is right”. - Dr. Martin Luther King, Jr.
Not registered with LPL Financial.