Nealie Coleman Werts

Nealie has been the Client Services Representative at J.E. Wilson Advisors for the past seven years. She handles client requests for setting up new accounts, IRA accounts and receiving transfers. She is the liaison with the team at TD Ameritrade Institutional which custodies all of our accounts. Handling deposits, withdrawals, periodic payments and IRA distributions are part of her duties. Nealie also maintains our in-house accounting of all client portfolios and prepares the quarterly reporting with the history of the returns. She is also responsible for Client billing of management and financial planning fees.

Nealie is a native of the lower Richland community and a graduate of Clemson University with a B. S. degree in accounting. She has work experience with a CPA firm and state government in auditing, financial statements preparation, grants allocation and individual income preparation. As a wife and mother of two grown children, she is involved in the life of her church and has served in many school related activities.

	Nealie Coleman Werts, Client Services		Mrs. Nealie Coleman Werts
	Nealie has been the Client Services Representative at J.E. Wilson Advisors for the past seven years. She handles client requests for setting up new accounts, IRA accounts and receiving transfers. She is the liaison with the team at TD Ameritrade Institutional which custodies all of our accounts. Handling deposits, withdrawals, periodic payments and IRA distributions are part of her duties. Nealie also maintains our in-house accounting of all client portfolios and prepares the quarterly reporting with the history of the returns. She is also responsible for Client billing of management and financial planning fees. Nealie is a native of the lower Richland community and a graduate of Clemson University with a B. S. degree in accounting. She has work experience with a CPA firm and state government in auditing, financial statements preparation, grants allocation and individual income preparation. As a wife and mother of two grown children, she is involved in the life of her church and has served in many school related activities.