Wealth Management organization. Providing clients the piece of mind to enjoy retirement
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Chris McNeal Director of Business Development- Elite Financial Management
Senior Financial Advisor- Raymond James
Chris joined the team in October of 2020 and is the Director of Business Development for the organization. Before joining the team Chris traveled the country as a consultant to financial advisors when it came to retirement planning, as well as educating & speaking at retirement planning symposiums for firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, RW Baird, RBC, and UBS. Since 2007
Chris has been passionate about educating investors on the challenges that come with retiring (Inflation, Longevity, Sequence of Returns), and providing the clients the confidence they’re looking for to enjoy their retirement!