Member Profile
Christopher Neumann
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The 405 |
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Morgan Stanley 6305 Waterford Blvd Unit 240 Oklahoma City, OK 73118 4058413946 |
| Business and Company Details:
I thoroughly enjoy working with individuals, small business owners and foundations that are working to a make a meaningful difference with their community. I work hard to protect and grow people's wealth and at the same time work hard to minimize people's taxes. With over 15 years of professional experience in the financial services industry, I currently work with and assist a wealth management team to help manage all aspect of wealth management and retirement planning. My main focus throughout the past 15 years has included: Asset Management, Municipal Bonds, Real Assets, Individual Retirement plans and Company Retirement Plans such as 401(K)s, IRAs and SEPs, wealth transfer planning, strategic business planning, retirement strategies and solutions along with cash management and tailored lending solutions. I have worked with teams and have worked independently and have thoroughly enjoyed both. Most importantly, I have enjoyed working with an amazing group of people from all walks of life. In general I enjoy working with fun people that need a higher level of service, a better financial plan and that care about their future. These opportunities give me the opportunity to do what I do best. I gain a clear understanding regarding someone's current financial situation, figure out how to best serve them and in conjunction draft a financial plan that is specifically tailored to their life goals and work with them throughout their lives to achieve those important goals. I do that by creating smart strategies that are aligned with peoples goals, needs, wants and desires through Morgan Stanley. |
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| My education, training and business experience
I have received my Masters Degree from Oklahoma State University in 2003 and have earned my undergraduate degree at The University of San Diego. Since then I have concentrated the majority of my efforts in Finance, Business Administration, Economics and Hospitality Administration. Within the past 15 years in Financial Services and as a Financial Advisor, I have been required to complete and continue my required continuing education. |
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| When I m not working, I enjoy . My hobbies include running, working out and relaxing my mind. After all your health is your greatest wealth. I thoroughly enjoy tennis and snowboarding along with with other competitive sports . I also enjoy spending time serving in a leadership role within the ACTS community at Christ the King Catholic Church. I enjoy learning and thoroughly enjoy listening. When you listen you learn a lot. My biggest interest is my love and passion for both my faith, family and friends. Time is precious and I choose to spend it with those that mean the most to me. |
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| Some of the Clubs, Associations and Volunteer activities that I participate in are
The Homeless Alliance, City Rescue Mission, Coaching Baseball, Bishop McGuinness Alumni Board |
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| Gold Star Information Year Joined: 2020 |
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