Neale Foody, CFP®, is a Financial Advisor who works with clients to help them plan, prioritize and make thoughtful financial decisions aligned with their long‑term goals. He entered the financial services industry with a clear focus on helping clients strategize for their futures, taking a comprehensive and relationship‑driven approach to advice.
Prior to joining Baird, Neale was with RBC Wealth Management. He began his career at an award‑winning, Seattle‑based private equity firm, where he developed a strong foundation in investment analysis and client service.
Neale partners with individuals and families to create tailored financial plans that integrate investment management, retirement planning and broader wealth considerations. As a CERTIFIED FINANCIAL PLANNER™ professional, he applies a disciplined and holistic framework to help clients navigate complex decisions with clarity and confidence.
He graduated from the University of Washington Foster School of Business with a degree in finance and earned a professional sales certificate through the Jack Rhodes Professional Sales Program. Neale holds his Series 7 and 66 licenses, as well as life and health insurance licenses.
A native of Seattle, Neale is a dedicated Husky fan and proud alumnus of the FIJI fraternity. Outside of the office, he enjoys working on his golf game, bass fishing and spending time with friends and family on Lake Washington.