"Helping People Make Smart Choices about Life and Money Since 1986"
Neal Stokey has spent over twenty-five years in a career that he loves – lending his knowledge to meet the financial needs of clients and their families. He distinguishes himself among investment professionals with the critical thinking skills he brings to life and investment planning -- developed through a background in the practice of law.
As you may have guessed, Neal is not your typical investment professional. Along his path to a career in financial services, Neal excelled academically, graduating from The University of Texas at Austin, with a B.A. degree in History. He then obtained his J.D. from the School of Law at The University of Texas at Austin. During law school, he achieved national recognition from the American Bar Association by winning the National Championship in Client Counseling. He also served our country as a Communications Intelligence Analyst with a Top Secret security clearance in the U. S. Air Force.
After several years practicing law in the private and public sectors, Neal began providing investment planning services. He enjoys using his critical thinking and communications skills to assist individuals with their financial goals. Neal has been an independent financial representative since 1995 and an attorney since 1975. He holds FINRA Series 6, 63, 7 and 24 securities registrations, and a life insurance license in the State of Texas. He holds the following designation: Certified Estate PlannerTM (CEP®). His financial planning practice serves over 150 clients nationwide, most of whom are in the State of Texas.
Personally, Neal is a Christian who enjoys time spent with his family, including his wife of over forty years, two children, and five granddaughters.