Chris McNeal

Office Manager, Elite Financial Management
Registered Representative, RJFS

 

Chris joined the team in October of 2020 and is the Office Manager for the organization.

 

Before joining the team Chris traveled the country as a consultant to the advisors when it came to retirement planning, as well as educating firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, and UBS on different insurance solutions that can be utilized given the goals and objectives of their clients.

 

Since 2007 Chris has been passionate about educating investors on the challenges that come with retiring (Inflation, Longevity, Sequence of Returns), and provide the clients the confidence they need to enjoy their retirement!

 

Joining the team provided Chris the ability to work with investors directly, cut down his travel around the country, and spend more time with his family. Chris is married to his “high school sweetheart” Danielle, has three kids, Riley (son), Caleb (son), Charlee (daughter), and resides in Colleyville, TX.

 

Chris’ passions outside of the office are serving as a board member for the Helping Our Hero’s Foundation (supporting active military, veterans, and first responders), volunteering with the Mid-Cities Care Corps, youth football coach, car enthusiast, golfing spending time on the lake with his family & friends, and a member of the vocal worship group at his church (First Colleyville) Chris holds is Series 6, 7, 63, and General Life & Health Insurance licenses.

 

Raymond James is not affiliated with any of the outside organizations listed above.