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David Phipps  

David Phipps, MBA, AIF

VP & Wealth Management Advisor
Mattoon Office

Renee Servis  

Renee Servis, CPA, AIF

LPL Investment Advisor Representative
Casey Office

Kelly Purvis  

Kelly Purvis

LPL Registered Sales Assistant
Mattoon Office

Macey McElravy  

Macey McElravy

Client Relationship Associate
Mattoon Office

Lori Wilson  

Lori Wilson

Administrative Assistant
Casey Office

Mattoon Office

808 Broadway Avenue East
Mattoon, IL 61938 

Casey Office

918 IL-49
PO Box 369
Casey, IL 62420

Contact Info

Phone: 888-865-9704
Email: info@firstneighborwealth.com
 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Neighbor Bank and First Neighbor Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Neighbor Investments, and may also be employees of First Neighbor Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of First Neighbor Bank or First Neighbor Investments.

Please be advised that First Neighbor Investments does not accept trade orders and/or instructions regarding your account via e-mail, voicemail, text, fax or alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the internet is not secure or confidential. LPL reserves the right to monitor all e-mail.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

The information contained in this message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution, or copying of this message is strictly prohibited.

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

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