Approachable & Authentic
At Frederica Wealth Advisory, we’re not your typical buttoned-up financial firm – and that’s by design. We’re a team of real people with deep expertise and zero pretense. Whether you’re navigating major life changes, building generational wealth, or just want straight answers without the jargon, we’re here for it.
We believe in conversations over sales pitches, long-term trust over short-term wins, and showing up as our authentic selves – every single time.
Buddy McNeese, AWMA®, CRPC®
President & Wealth Management Advisor
I didn’t come up through Wall Street – I clawed my way in.
My unconventional start in financial services began with a job as a part-time teller, fresh out of college...
Mason Christmas, CRPC®
Wealth Management Advisor
As a wealth advisor, my job is to help you make clear, confident decisions about your money. I'm here to be a sounding board, a problem solver, and someone you can trust to tell it like it is...
Danielle Banks
Director Of Operations and Client Service
I've always been passionate about helping people take control of their financial futures. While life is full of uncertainties, I believe that with the right...
Mandy McNeese
Office Manager
Some people fall into this industry – I married into it. My husband (Buddy McNeese) has been a financial planner for over 30 years, so for most of our life together, I’ve had a front-row seat to how financial advice can change lives...