My career began in 1997 serving clients in the Chicago area at the Loop office for Morgan Stanley. Over the years, and after achieving my Series 7, 63, 65, and 24 licenses, I have become an independent Wealth Manager, serving close to 100 families throughout the Chicago-land area, as well as in Dallas and OKC. Through travel and close personal contact, I meet with each client to establish that intimate relationship which an investor should share with an advisor.
In addition to the licenses I hold, my education includes a BS in Economics from Bradley University in Peoria, an MBA from Oklahoma Christian University, and a Certificate in Financial Planning from DePaul University of Chicago.
I am the proud father to three amazing young adults.
View Personal BioChris McNeil