Neal Woollard is a licensed financial advisor who joined the Morton advisory team in 2024. He holds a B.A. in Theology and an M.A. in Biblical and Theological Studies. In October 2025, he earned the Certified Exit Planning Advisor (CEPA) designation, a credential for professionals who help business owners plan and execute successful transitions. Through this certification, Neal is equipped to align personal, financial, and business goals to help owners maximize company value during the exit process.
Neal has always been motivated to help people understand and pursue what matters the most in life. As a Creekmur Wealth Advisor, he is grateful for the opportunity to build trusting relationships with clients, listen carefully to understand each unique client, and develop personalized financial plans that support them in making good decisions to live a meaningful life—a life of true wealth.
Outside of the office, Neal loves spending time with his wife, family, and friends. He enjoys good food and coffee, reading, fitness, and following Detroit Lions football, who are finally good after 35 years.
