Let's move forward. Together.

McNeil Wealth Management Group

At McNeil Wealth Management, “together” is the word that best defines us. Together our new, multigenerational team collaborates closely with clients to steward wealth through financial planning that focuses on long-cherished goals and objectives.

As a team with deep roots in West Texas, we understand the complex financial situations that may arise from royalty income, farming and ranching and other local businesses. We believe in the importance of family, which is why we advise on next-generation planning informed by the values underlying our clients’ wealth.

Our team is backed by another team—UBS, with its global network of resources. Together we offer our clients fresh perspectives and a host of innovative wealth management solutions to assist them and their families in all stages of their financial lives.

Road

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • JimBob McNeil

    Jimmy Bob McNeil

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CO
    • LA
    • MO
    • NM
    • OK
    • TX

    Close guidance
    As the founder of McNeil Wealth Management Group, JimBob has guided his clients through significant life events, financial transitions and several bear market cycles for over 25 years. This experience has helped him assist families throughout all phases of their financial lives, from planning for college, marriage and retirement to the death of a loved one. As he works closely with clients and their families, JimBob is immeasurably helped by his new team, who provide superior service and consistent administrative support. Their youth ensures that multiple generations can continue to trust and rely on McNeil Wealth Management Group’s custom-tailored financial solutions.

    A top-performing financial advisor
    Prior to entering the financial services industry, JimBob grew up on a family ranch in Pecos, TX, where he was highly involved in livestock shows and rodeo. After competing in college rodeo at Howard College, he joined the family business in trading cattle for several years before being offered the opportunity to open the first Edward Jones investment office in Pecos. He joined UBS in 2009 and, as one of the firm’s top-performing financial advisors, has been named to the UBS Chairman’s, President’s or Director’s Councils for the last seven years.

    Outside the office
    JimBob is a proud father to two daughters—Taryn Smith and Jordan Agar—and a grandfather to two girls, Suttyn Smith and Andi Agar, and a boy, Sawyer Smith. He and his wife, Leslie, live in Midland, TX, and enjoy traveling and spending  as much time with family as possible. JimBob also enjoys golfing, sports and occasionally going to livestock shows.

        • Series 7, 63 and 65 securities licenses
        1700 West Wall Street
        Suite 220
        Midland, TX 79701
      • Gary Agar

        Gary Agar

        Financial Advisor

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        • AR
        • AZ
        • CO
        • LA
        • MO
        • NM
        • OK
        • TX

        Comprehensive services, a passion to help
        Along with his team at McNeil Wealth Management Group, Gary works to build long term relationships with clients based on individualized financial planning that targets specific goals and personal financial situations. He enjoys his work because it provides him with the opportunity to help clients and their families in diverse areas—financial and retirement planning, estate and family advisory services, insurance and risk management, and lending and banking.

        West Texas values
        Gary’s upbringing on a ranch and his involvement in competitively showing livestock not only taught him early on the classic West Texas values of integrity and hard work, but brought insights into financial planning and money management. His deep background in agriculture and cattle makes him well positioned to understand the needs of clients and their families, as well as the land and businesses that generate their wealth. And as a young professional, he relates to and has personal experience with the goals and challenges faced by next-generation Texans.

        A focus on family
        Gary lives in Midland, TX, with his wife, Jordan, and daughter, Andi. He and his family enjoy traveling and golfing, as well as working with their small Simmental cattleseed stock operation. When he’s not spending time with family, Gary enjoys being involved in 4-H and FFA youth livestock activities within the community.

         

          • Oklahoma State University, B.S. Animal Science and Agriculture Economics
          • Redlands Community College, A.S. Agriculture Business
          • Series 7 and 66 securities licenses
          1700 West Wall Street
          Suite 220
          Midland, TX 79701
        • Sydney Comstock

          Sydney Comstock

          Client Associate

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          • TX

          Providing assistance and support
          As Client Service Associate for McNeil Wealth Management Group, Sydney assists with operations, paperwork, asset transfers—anything to maintain the excellent level of care and service that each client deserves. She prides herself on the fact that clients call on her with a question or a service request and always receive a prompt answer. Through the process of helping people, she gets to know families she serves and loves being there for the important events in their lives.

          Industry experience
          Sydney began her career in the financial services industry at Morgan Stanley in 2014 and joined UBS in 2018. Her eight years of industry experience in a fast-changing environment gives her the know-how to help her clients in almost any situation, as do the credentials she has earned with her Series 7 and 66 securities licenses.

          Outside of UBS
          Sydney lives in Midland, TX, and enjoys spending time with family and friends. Her 13- year-old daughter attends Midland Christian and keeps her mother busy with extracurricular activities that include cheer, volleyball and basketball.

                1700 West Wall Street
                Suite 220
                Midland, TX 79701
              • Hilton Bloodworth

                Hilton Bloodworth

                Senior Wealth Strategy Associate

                CERTIFIED FINANCIAL PLANNER™

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                • AR
                • AZ
                • CA
                • CO
                • FL
                • GA
                • IL
                • IN
                • KY
                • MI
                • MO
                • NC
                • NM
                • NV
                • NY
                • OK
                • OR
                • SC
                • TN
                • TX
                • VA
                • WA
                • WV

                As a Certified Financial PlannerTM professional, Hilton works closely with the team's clients to help them build a custom roadmap to reach their goals. Having grown up on a family ranch in West Texas, he values hard work and has learned to problem-solve when faced with challenges. He takes pride in helping others succeed and takes it as a personal challenge to continuously grow in the industry and as an individual.

                Hilton spent more than three years in Halliburton's Business Development program and then joined UBS in 2015. After two years in the firm's Wealth Planning Advisor program, which allowed him to work with a number of Advisors in Texas and across the country, Hilton joined the Midland Branch.

                Hilton is an active volunteer with United Blood Services and with several local non-profit organizations. As expected from someone who grew up on a ranch, Hilton enjoys hunting and spending time with his wife and their new daughter. He also enjoys working out, college sports, traveling and working on his first home.

                    • CERTIFIED FINANCIAL PLANNER™
                    1700 West Wall Street
                    Suite 220
                    Midland, TX 79701

                  Defining your priorities. Pursuing what matters.

                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                  The circular economy: What is it?

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Life is unpredictable. Could we be better prepared?

                  For some of life's questions you're not alone. Together we can find the answer.

                  With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  Global leader

                  UBS is a world-leading wealth manager

                  World's best bank

                  for wealth management

                  Euromoney Award for Excellence, 2020-2022