Experience

Makes all the difference

With five members representing 117 years of financial planning and investment experience, The Neff Group is not only able to provide the highest level of service and commitment to each and every client, but also the highest level of expertise needed when making the important decisions in planning for the future.

A full-service wealth management group, we can see you through the full cycle of investing, from short-term money management needs to longer-term investment goals such as children's education funding, retirement planning, estate planning and philanthropic giving. Our job is to create a customized portfolio that will meet all of your needs, goals, and wishes.

John Neff III, PMP

Senior Vice President–Wealth Management

Financial Advisor

A native Austinite and University of Texas finance graduate, John has been a Financial Advisor since 1980. As a financial advisor and member of UBS's Portfolio Management Program (PMP) holding the title of Portfolio Manager, John takes his clients through the entire financial planning process, from cash flow analysis and budgeting, investment planning, education planning, risk management and insurance, to retirement and estate planning. Through proper management of financial resources and continuous dialogue, John helps his clients meet their life goals.

An active member of the community, John serves on the investment committee of Helping Hand of Austin, the Chairman of the investment subcommittee of the YMCA of the Rockies in Estes Park, as well as the investment and finance committee of the Seminary of the Southwest. John is a former finance chairman and current board member of Habitat for Humanity, a board member of the Children’s Blood & Cancer Center, and former chairman of the CASA of Travis County Annual Golf Tournament for many years. John also serves as a deacon at Covenant Presbyterian Church and core leader of Adult Community Bible Study, and volunteers for Meals on Wheels, Mobile Loaves & Fishes, and Drive-a-Senior. John is a past president of Travis County Texas Exes and Young Men's Business League (YMBL), founding board member of Wonders & Worries, past senior warden of St. David's Episcopal Church, past leader of Teen Community Bible Study, and former member of Leadership Austin. In addition, John was appointed to sit on the St. David's Hospital Board serving twenty-three years. A former University of Texas Longhorns baseball player, John enjoyed coaching twenty-seven years in the community and is now helping coach his grandson's t-ball team. John and his wife, Keni, have been married since 1976 and have three sons, five granddaughters and two grandsons.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • IL
  • KS
  • MI
  • MS
  • MT
  • NC
  • NJ
  • NY
  • OH
  • OK
  • PA
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Texas, Finance
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

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Brad Neff, CRPC, PMP, AAMS

First Vice President–Wealth Management

Financial Advisor

Brad, a 5th generation Austinite, graduated from Colorado State University with a degree in finance and real estate. A member of The Neff Group since 2005, he holds the Chartered Retirement Planning CounselorSM (CRPC®) and Accredited Asset Management SpecialistSM (AAMS®) designation. Brad is also a member of UBS's Portfolio Management Program (PMP) and holds the title of Portfolio Manager. A financial advisor and portfolio manager with the group, Brad specializes in the construction of financial plans tailored to each client's individual needs, including investments, retirement and education planning, social security, long-term care and life insurance.

Brad is a volunteer for Meals on Wheels, enjoys coaching youth sports for his two children, and is actively involved with his Church. For six years Brad served on the board and was treasurer for Generation Serve. A baseball coach at Northwest Pony League for seven years, Brad served as the president from 2011 to 2013, and currently coaches his son's baseball team at Northwest Little League. Brad and his wife, Liz, have a daughter and a son, Collins and Caleb.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • KS
  • MT
  • NC
  • NY
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Colorado State University, Finance and Real Estate

Credentials

  • Accredited Asset Management Specialist
  • Chartered Retirement Planning Counselor
  • Portfolio Manager
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me

Greg Neff, CFP, PMP, AAMS, CFS

First Vice President–Wealth Management

Financial Advisor

Greg, a 5th generation Austinite, graduated from The McCombs School of Business at the University of Texas with a finance degree in financial markets and banking. A financial advisor with UBS since 2008, he is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Asset Management SpecialistSM and Certified Fund Specialist® designee. Greg is also member of UBS's Portfolio Management Program (PMP) and holds the title of Portfolio Manager. As a CFP® professional and portfolio manager working with clients on their financial, retirement, insurance, education and estate planning needs, Greg specializes in investment management. He focuses on a combination of strategic and tactical asset allocation strategies to match each client's individual needs, constructing and managing equity and fixed income portfolios using open- and closed-end funds, individual stocks, bonds, preferreds, ETFs, REITs, MLPs and specialized cash management strategies.

Greg is a volunteer for Meals on Wheels of Central Texas, Northwest Little League t-ball coach for his son's team, current member of American Mensa, the Texas Cowboys Alumni Association, Texas Exes and Texas Fiji Alumni, and is actively involved with his Church, Covenant Presbyterian. Greg was a past president of The Bachelors of Austin and past committee member of the CASA of Travis County Annual Golf Tournament, and coached baseball at Northwest Pony League for many years. Greg and his wife, JulieWinn, have two daughters and a son, Gracie, Adeline, and Gregory. 

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • KS
  • LA
  • MT
  • NC
  • NY
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • The McCombs School of Business at the University of Texas, Finance

Credentials

  • Accredited Asset Management Specialist
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Fund Specialist®
  • Portfolio Manager
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me

Deborah McLain

Client Associate

Debbie was born and raised in Houston, Texas along with 7 siblings. She attended the University of Houston and enjoyed a long career with AT&T before retiring in 2022. She brings 22+ years of experience in Project Management, Operations, Business Development and Client Support Services to UBS and The Neff Group. She volunteers with Meals on Wheels and enjoys her time off with her husband, 3 children and 7 grandchildren.

98 San Jacinto Boulevard
Suite 600
Austin, TX 78701

Email Me