Edward Jones-Financial Advisor: Brett McNeil

Edward Jones-Financial Advisor: Brett McNeil Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. I am happily married and have three children.

As a financial advisor with Edward Jones and a member of the Tigard community, I focus on serving busy professionals and individuals who understand the importance of financial preparation but need more time, energy, or experience to help bring a focused strategy to fruition. My ability to deeply connect with people, intuitively understand their values, and forge long-lasting relationships is cruci

al to my success. My career began in the footwear industry with a leading global brand, where I had the opportunity to work in footwear product creation and lead the cost engineering organization. I earned the reputation of having the ability to see the big picture, implement innovative problem-solving solutions, and maximize consumer value. I bring these valuable skill sets to my current role with Edward Jones. I graduated from Willamette University, earning my bachelor's degree in economics, and was a Division III conference champion in the pole vault. We enjoy rock climbing, travel, camping, fly fishing, and various other outdoor activities. I enjoy the opportunity to help you turn your vision into a reality unique to you. Whether it’s planning for a comfortable retirement, paying for education, preparing for the unexpected, or saving money on taxes, we partner with you over time to help you stay on track. Member SIPC
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A lot of Nike employees I talk to aren’t looking for better stock picks.They’re trying to figure out what to do with the...
08/25/2026

A lot of Nike employees I talk to aren’t looking for better stock picks.

They’re trying to figure out what to do with the stock they already have.

And it’s not always easy. The questions tend to sound like:
• “Should I just wait a little longer?”
• “What about the tax impact?”
• “What if I sell and it keeps going?”

So, decisions get pushed out… and slowly, that becomes the strategy. In some cases, it can help to step back and build a more intentional approach — one that:
• Gradually reduces concentration over time
• Connects decisions to real-life goals
• Takes the pressure off getting it “right” all at once

It’s usually less about timing perfectly — and more about having a process you can stick with.

If that’s a conversation you’ve been meaning to have, I’m always happy to connect. No pressure — just perspective. Message me to start a discussion or call 503-624-6001.

This communication is for informational purposes only and should not be considered a recommendation to buy or sell any security or to adopt any investment strategy.

Many Nike employees build significant wealth through equity— RSUs, ESPP, stock options, or long-held shares.That opportu...
08/18/2026

Many Nike employees build significant wealth through equity— RSUs, ESPP, stock options, or long-held shares.

That opportunity can also bring concentration risk when
income, benefits, and investments are tied to one company. Potential considerations may include:
• Market fluctuations
• Trading restrictions
• The tendency to delay decisions

A thoughtful stock strategy isn’t about losing confidence in your company — it’s about evaluating risk and creating flexibility over time.

Planning ahead can help address:
• Single-stock exposure
• Tax considerations
• Long-term decision-making

If this is a topic you’ve been meaning to explore, I’m happy to be a sounding board. Message me to start a discussion or call 503-624-6001.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Career transitions are often when stock concentration becomes more visible.Some Nike alumni have shared that they didn’t...
08/11/2026

Career transitions are often when stock concentration becomes more visible.

Some Nike alumni have shared that they didn’t feel highly concentrated — until a departure from the company brought that exposure into clearer focus.

A job change can introduce several moving pieces:
• Accelerated vesting windows
• Changes to trading restrictions
• Personal attachment intersecting with evolving priorities

Thinking through these dynamics ahead of a transition can influence how decisions feel in the moment — whether rushed or more deliberate.

In many cases, planning that happens before it seems necessary can provide additional perspective, particularly when company stock is involved.

That same thoughtful approach can make transitions easier to navigate. Taking a moment to reflect on how everything fits together can be a helpful place to start.

Let’s talk about your options. Send me a message, comment,
or call 503-624-6001 to learn more.

You don’t need a sales pitch — clarity can be more valuable.In conversations with individuals who hold employer stock, a...
08/04/2026

You don’t need a sales pitch — clarity can be more valuable.

In conversations with individuals who hold employer stock, a common question is: “Am I overexposed — and what should I do about it?”

There isn’t a one-size-fits-all answer. Strategies can range depending
on individual circumstances, risk tolerance, and tax considerations.

If you:
• Hold a significant amount of employer stock
• Want to feel more confident in your decision-making
• Prefer an educational, low-pressure discussion

I’m available for a conversation — no obligation, no agenda. Just perspective. Send me a message, comment, or call 503-624-6001to learn more.

Taxes are often an overlooked factor in equity compensation.For professionals receiving stock-based income — including t...
07/28/2026

Taxes are often an overlooked factor in equity compensation.

For professionals receiving stock-based income — including those at companies like Nike — tax implications can meaningfully influence outcomes if equity decisions are made in isolation.

Approaches that emphasize coordination and tax awareness may include:
• Ongoing attention to tax impact across a portfolio
• Consideration of tax-loss realization opportunities when appropriate
• Thoughtful pacing of diversification, rather than concentrating activity at a
• single point in time

Instead of focusing solely on vesting or exercise events, a more coordinated
approach can help support:
• Measured changes in concentration over time
• Greater visibility into potential capital gains exposure
• Consistency across different account types

The goal isn’t added complexity — it’s more intentional alignment between taxes,
timing, and overall financial decisions.

If equity compensation feels separate from the rest of your financial picture, it
may be worth taking a closer look at how those pieces fit together. Let’s review
your strategy. Message me to start a discussion or call 503-624-6001.

This communication is for informational purposes only and should not be considered a recommendation to buy or sell any security or to adopt any investment strategy. Edward Jones and its associates do not provide tax advice.

You don’t need a sales pitch — clarity can be more valuable.In conversations with individuals who hold employer stock, a...
07/07/2026

You don’t need a sales pitch — clarity can be more valuable.

In conversations with individuals who hold employer stock, a common question is: “Am I overexposed — and what should I do about it?”

There isn’t a one-size-fits-all answer. Strategies can range depending
on individual circumstances, risk tolerance, and tax considerations.

If you:
• Hold a significant amount of employer stock
• Want to feel more confident in your decision-making
• Prefer an educational, low-pressure discussion

I’m available for a conversation — no obligation, no agenda. Just perspective. Send me a message, comment, or call 503-624-6001 to learn more.

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!
07/04/2026

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!

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