"Helping People Make Smart Choices about Life and Money Since 1986"

Our Background

Neal Stokey has spent over twenty-five years in a career that he loves – lending his expertise 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 Planner (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.

 

The Legacy Planning Group, and Lincoln Investment Planning, LLC. are independent and not affiliated. 

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

 

Branch Office:
4722 Star Ridge Lane
Frisco, TX 75034

IMPORTANT: Electronic mail sent through the Internet is not secure. We, therefore, recommend that you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery and timely delivery of electronic mail is not assured. We, therefore, do not accept time-sensitive or action-oriented messages to us via electronic mail, including authorization to "buy" or "sell" a security or instructions to conduct any other financial transaction.

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