Our Qualifications

Neelam K. Davison is dedicated to serving her clients with honesty and consistency.  As a financial advisor, she strives for excellence and focuses on helping people develop a comfortable and secure retirement. Neelam uses tax free planning and other strategies for retirement income or distribution planning; along with an emphasis on the successful transfer of clients’ legacy to their heirs.

Neelam is a lawyer, licensed to practice law in Wisconsin since 1984. She has been in the financial services/estate planning industry for over 25 years.  Neelam holds series 7 and series 66 licenses with FINRA. She is an Investment Adviser Representative with Woodbury Financial Services, Inc.  Neelam is a Certified Long Term Care Specialist and also holds Life and Health Insurance Licenses.

Neelam is a member of Independent Network of Financial Advisors Collaborative Resources (INFACOR), a wealth strategies group formed to aid planners in effectively serving their clients.

Active membership in professional organizations such as the National, State, and Local Bar Associations and NAIFA (National Association of Insurance and Financial Advisors), Northeastern WI Estate Planning Council, and Fox Valley Estate Planning Council, help Neelam stay current on financial, tax, and legal issues. She provides tremendous value to her clients by constantly educating them and sharing with them any tax law changes or other relevant changes in the financial industry.

Neelam works with local Estate Planning attorneys and accountants to assist their clients with financial/estate planning.  She supports other Financial Planners in counseling and planning for their clients’ Long Term Care, life insurance and retirement planning needs.

Neelam has been involved in the community – a cofounder of an organization – Clean Break, a juvenile diversion program, which serves juveniles of the Outagamie County since 1993. 

Neelam and her husband, Rick, have two grown children. They have resided in Appleton since 1990.  Personal interests include family activities, enjoying different ethnic foods, travel, music, volunteering, and yoga.