Brittney S. Neal's journey into the financial services industry was shaped by family ties, personal experiences, and a deep desire to help others build secure financial futures. A new member of NAIFA, Brittney currently serves as a Client Concierge and Advisor at Wellington Capital Reserve, LLC, based in Greenville, South Carolina. Through her work, she guides clients on how to use privatized banking strategies to create generational wealth and financial freedom.

Brittney was introduced to financial services through her father, Scott Crutchfield, a longtime industry professional. After her husband, Shawn Neal, retired from the Marine Corps, the Neal family returned to South Carolina and decided to use the financial strategies that had transformed their own situation. This sparked Brittney’s passion for helping others achieve similar financial success.

Privatized banking had a transformative impact on Brittney’s family, enabling them to build lasting financial security. Now, she is focused on helping other families implement these strategies to secure their futures. Brittney’s work centers around empowering individuals and families to build financial legacies.

Her connection to NAIFA came through her father, who introduced her to the organization. She quickly felt the strong sense of community and support within NAIFA, which has been an invaluable resource for her as a new professional. Brittney values the blend of education, advocacy, and networking that NAIFA provides, which has been instrumental in her career growth.

NAIFA’s political advocacy plays a significant role in the success of Brittney’s business and her clients. Through its advocacy efforts, NAIFA helps protect the financial tools and resources Brittney relies on daily to serve her clients. “They make sure our clients’ best interests are looked after and that we can continue doing the work we do,” Brittney explains. By advocating for smart regulations and policies, NAIFA ensures the financial services industry remains stable and adaptable, which directly impacts clients’ ability to build wealth and secure their futures.

Though she is still learning about the political landscape in financial services, Brittney looks forward to engaging more in the advocacy efforts as her career progresses. She recognizes the importance of protecting policies like tax treatment on life insurance and financial planning tools, which are vital to helping families build secure financial futures.

At the heart of Brittney’s work is a commitment to making a meaningful difference in people’s lives. “Helping people has always been at the core of who I am,” she says. In her role at Wellington Capital Reserve, she specializes in guiding clients through privatized banking strategies, offering them personalized service and ensuring they feel confident and informed throughout the process. “The idea of building a legacy and empowering others to do the same keeps me motivated every day,” she adds.

Brittney recommends a career in financial services to anyone passionate about helping others take control of their financial futures. She also highly recommends NAIFA. “NAIFA provides a network of supportive professionals, top-tier educational resources, and opportunities to grow and succeed,” she explains. Whether someone is new to the industry or has years of experience, Brittney believes the support, resources, and community NAIFA offers are invaluable.

As she continues to grow her career, Brittney remains committed to her mission of helping individuals and families achieve financial freedom, one client at a time.