Legacy Training Education Participant

Neelam Davison

Neelam Davison Investments, LLC
1977 American Drive
Suite 202
Neenah, WI 54956
Neelam K. Davison is dedicated to serving her clients with honesty and consistency. As a financial advisor, she strives for excellence and focuses on helping people develop a comfortable and confident retirement. Neelam uses tax free planning and other strategies for retirement income or distribution planning; along with an emphasis on the successful transfer of clients’ legacy to their heirs.

Neelam is a lawyer, licensed to practice law in Wisconsin since 1984. She has been in the financial services/estate planning industry for over 25 years. Neelam holds series 7 and series 66 Registrations through LPL Financial. She is an Investment Adviser Representative with LPL Financial and also holds Life and Health Insurance Licenses.

Neelam is a member of Independent Network of Financial Advisors Collaborative Resources (INFACOR), a wealth strategies group formed to aid planners in effectively serving their clients.

Active membership in professional organizations such as the National, State, and Local Bar Associations and NAIFA (National Association of Insurance and Financial Advisors), Northeastern WI Estate Planning Council, and Fox Valley Estate Planning Council, help Neelam stay current on financial, tax, and legal issues. She provides tremendous value to her clients by constantly educating them and sharing with them any tax law changes or other relevant changes in the financial industry.

Neelam works with local Estate Planning attorneys and accountants to assist their clients with financial/estate planning. She supports other Financial Planners in counseling and planning for their clients’ Long Term Care, life insurance and retirement planning needs.

Neelam has been involved in the community – a cofounder of an organization – Clean Break, a juvenile diversion program, which serves juveniles of the Outagamie County since 1993.

Neelam and her husband, Rick, have two grown children. They have resided in Appleton since 1990. Personal interests include family activities, enjoying different ethnic foods, travel, music, volunteering, and yoga.

Education Completed


Special Needs Planning
Estate Planning


Farm Planning
Planning for VA Benefits
Special Needs Planning
Long Term Care Planning
Estate Planning


Hooper Law Office, LLC, is a law firm focused solely on Estate Planning and Elder Law, and does not engage in financial planning directly. The inclusion of any financial or insurance advisor or their company in our Legal Advisor Directory does not constitute an endorsement of the independent advice received from an advisor on the directory. The purpose of this directory is to indicate that an advisor has participated in continuing education through Hooper Law Office, LLC and has completed certain continuing education courses related to Estate Planning and Elder Law through our firm, but the inclusion of the advisor’s name in the Legal Advisor Directory does not constitute an endorsement of the advice or opinion presented by the advisor.