Hallie Neely, BS

Hallie (Southerland) Neely is an integral member of the Warburton Capital team known for providing top-tier administrative support, exceptional organizational abilities, attention to detail, and a proactive approach to problem solving. Hallie oversees calendaring and assists with meeting preparation for all advisors and aims to provide exceptional service and seamless communication to each of Warburton Capital’s clients.

Hallie holds her Bachelor’s degree in Health Education and Promotion with an emphasis in Community Wellness from Oklahoma State University and spent several years in the medical field prior to turning her attention to the Financial Planning and Wealth Management industry. She feels that her compassion to assist all individuals in achieving their personal goals translates well to Warburton Capital’s mission.

With a strong commitment to excellence, Hallie has developed a reputation for her professionalism, reliability, and ability to handle challenging situations with grace. She is passionate about fostering a positive work environment and is always looking for ways to enhance productivity and efficiency.

Outside of work, Hallie enjoys spending time with her husband and their two dogs, Russell and Jersey, attending sporting events, traveling, and spending quality time with family and friends.