Mackey McNeill has been President/CEO/CCO/Managing Member of The Wealth Advisory Team since January 2003, is a control person of the firm and directly owns 75% or more of it.
The Wealth Advisory Team, LLC is a Bellevue, KY firm with $147M under management, 170 clients and 4 advisers in one office, as of its February 2026 filing.
Mackey McNeill is Founder & Chief Prosperity Officer of The Prosperity People, a financial planning firm. She and her team work with individuals, families and life partners from across the country. She writes for The Wall Street Journal, The New York Times, TIME, Money and USA Today, and speaks regularly on personal intention and how it relates to people's financial lives.
- The Prosperity PeopleCurrent– present · 23 yearsBellevue, KY · Adviser representative · Firm CRD 124957
Professional designations
Listed by The Wealth Advisory Team
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Mackey McNeill is registered as an investment adviser representative in Kentucky, since March 2003.
- KentuckySince 5 March 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 March 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mackey Miriam McNeill
- CRD
- 2872751
- Firm
- The Wealth Advisory Team · CRD 124957
- Role
- President/CEO/CCO/Managing Member
- Office
- 601 FAIRFIELD AVENUE, Bellevue, KY 41073
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theprosperitypeople.com
Where does Mackey McNeill work?
Mackey McNeill has been President/CEO/CCO/Managing Member of The Wealth Advisory Team, LLC since January 2003, and is a control person of the firm.
Is Mackey McNeill a financial advisor?
Yes. Mackey McNeill has a current investment-adviser registration in Kentucky, through The Wealth Advisory Team since March 2003.
How many years of experience does Mackey McNeill have?
Mackey McNeill has 23 years in the financial industry, since March 2003, across 1 adviser firm.
What exams has Mackey McNeill passed?
Mackey McNeill passed the Series 65 in March 1997.
Where is Mackey McNeill based?
Mackey McNeill’s registered office is in Bellevue, KY.
Is Mackey McNeill registered with FINRA?
No. Mackey McNeill has no current broker registration.
How can I verify Mackey McNeill’s record?
Search CRD 2872751 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mackey McNeill’s full registration record.