About Chris Sanger

My practice is focused on working with executives, business owners, retirees, pre-retirees, active duty military & law enforcement, veterans, career transitions, divorcees, generational wealth/inheritances, and high net worth families. I take pride in the high level of service I provide my clients and the quality of offerings available at Morgan Stanley. There is a difference, reach out today to discuss your needs and I will gladly provide you with the details.

Brief Biography:

Beginning his career in the financial services industry over a decade ago at Wells Fargo and graduating with a 4.0 GPA from Texas A&M University Kingsville with his Masters of Business Administration degree concentrating in Energy Finance and Logistics, Chris Sanger has established a wealth management practice based upon research, proactive monitoring, and excellent client service that puts your needs first, above all.

Throughout his life, Chris has served as an elected official, college football coach, and an entrepreneur, thus, he draws from a diverse set of experiences and strong relationships with successful professionals across the country. He chose wealth management to help others discover their full potential by planning for their future goals and dreams.

In his free time, Chris enjoys spending time with his wife, Elizabeth, and four children, volunteering for causes and organizations he is passionate about, hanging out with friends, and seeking adventure in the great outdoors.
Services Include
  • Executive Financial Services1
  • Retirement Planning2
  • Business Succession Planning3
  • Estate Planning Strategies4
  • 401(k) Rollovers
  • Corporate Retirement Plans5
  • Institutional Services
  • Stock Option Plans6
  • Stock Purchase Plans
  • Trust Services*
Securities Agent: TX, SD, PA, OH, NV, MO, MA, IA, CO, CA; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

The first step in the process of discovering if we are a good match is to set up an initial meeting which is commonly conducted over coffee/tea at our office, your office, a restaurant, or anywhere else you are comfortable meeting. In this meeting, I’ll ask specific questions designed to develop a comprehensive understanding of things.

Active listening is key to understanding what’s important to you and your family and my purpose is not to ‘sell’ anything to you. Rather, it is to get to the core of who you are, where you’re at, and where you’d like to be in the future. Once we feel we are a good fit, we'll discuss next steps and put together a timeframe and a plan of action.

Research Conducted

Once a comprehensive understanding of your current situation and future goals is reached, thorough research and planning is conducted by reviewing your portfolio utilizing a variety of resources including, but not limited to:


Morningstar Advisor Workstation
Morningstar Analyst Research Tool
Entity Websites
Prospectus & Latest Key Filings (As necessary)
Thomson ONE
Aladdin Portfolio Risk Platform
Lifeview Goals Analysis
Morgan Stanley Proprietary Research Platforms


Proactive Monitoring

Once your personalized financial plan has been implemented, a variety of platforms are utilized to monitor activity and a portfolio’s exposure to risk including, but not limited to:


Thomson ONE
Aladdin Portfolio Risk Platform
Morgan Stanley Proprietary Wealth Management Platforms


Depending on your needs, a variety of client-facing platforms are available at your fingertips which can be accessed at the top-right of this site "Client Login" link. You are unique and so are your needs for a financial advisor. Throughout the years I’ve worked with countless top-notch professionals from a variety of backgrounds and learned that we all have one thing in common: Our drive to succeed. Start the conversation today and seize your legacy.
    • Won Little League Baseball Championship - Dallas Center Mustangs (Iowa), County League in Summer 1997
    • Elected Class Vice-President - Dallas Center - Grimes (Iowa) Class of 2003
    • Republican Nominee - State of Iowa House District 62, May 2008 - Won Republican Primary nomination with 68.9% of the vote. Lost General Election to six-term incumbent Bruce Hunter with 34.27% of the vote.
    • All Star Fullback - North American Football League, May 2009 - Played for the Iowa Lightning, which is presently the Des Moines Blaze.
    • Republican Candidate - Iowa Secretary of State, May 2010 - Nominated via statewide petition. Received 42,862 (18.66%) votes in the three-way Republican Primary election for Iowa Secretary of State.
    • Won Minor League Football Championship - Midwest Football Alliance, May 2011 - Des Moines Blaze (12-0) vs. Midwest Rampage (7-4) - Final Score, 41 to 10.
    • Graduated Cum Laude - Iowa State University, May 2013
    • Top Producing Real Estate Agent - CENTURY 21 Paramount, 2014, 2015, 2016, 2017
    • Appointed to Parks and Recreation Board - City of Alvin, Texas, January 2016
    • Elected At-Large Position 2 City Council - City of Alvin, Texas, May 2016
    • Graduated with MBA Degree 4.0 GPA - Texas A&M University - Kingsville, December 2017

    Community Involvement

    Member
    Greater New Braunfels Chamber of Commerce

    Treasurer
    Asian Real Estate Association of America - San Antonio Chapter

    Member, Board of Directors
    Rising Tide Casitas

    Alternate Board Member
    Bexar Senior Advisory Committee - Alamo Area Council of Governments

      Education

      • Master of Business Administration, 4.0 GPA Texas A&M University - Kingsville Certificate in Energy Finance & Logistics

      Location

      112 E Pecan Street
      Suite 1500
      San Antonio, TX 78205
      US
      Direct:
      (210) 271-6135(210) 271-6135
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

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      Sign Up for eDelivery

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      Access Morgan Stanley Online

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      Ready to start a conversation? Contact Christopher Sanger today.
      Market Information Delayed 20 Minutes
      1Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018