My Mission Statement
Comprehensive wealth planning and education for my clients and their families.
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to highly seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
Securities Agent: MN, FL, DC, PR, OH, MO, MA, CO, NH, ND, MI, KS, CA, NV, MS, TX, SC, RI, WA, PA, NY, IL, UT, NM, NC, KY, IN, HI, DE, TN, MD, ID, GA, WY, WI, NJ, MT, LA, AZ, AK, NE, CT, AR, VA, SD, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 2147101
NMLS#: 2147101
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
How I'll Help You
My Services
Investment Management: I'll navigate the financial markets for you, helping make sure to properly adjust your positions as the world changes.
Financial Planning: I analyze your current situation and align that with your goals to help build a future you'll be excited about.
Business Owner Planning: I'll help manage your cash flow based on what you have coming in and going out to help mitigate risk as you plan your retirement or succession for your company.
Technology Professionals: Whether you're working in a startup or living on a lucrative salary I can help you hit your goals and maximize the employee benefits at your disposal.
Professional Athletes: As a former professional athlete, I can help you deal with your financial life as an athlete. I'll be here to help you succeed on and off the field.
Financial Planning: I analyze your current situation and align that with your goals to help build a future you'll be excited about.
Business Owner Planning: I'll help manage your cash flow based on what you have coming in and going out to help mitigate risk as you plan your retirement or succession for your company.
Technology Professionals: Whether you're working in a startup or living on a lucrative salary I can help you hit your goals and maximize the employee benefits at your disposal.
Professional Athletes: As a former professional athlete, I can help you deal with your financial life as an athlete. I'll be here to help you succeed on and off the field.
My Tailored Approach
Meet and Greet: Here we'll get acquainted and determine if we'd like to move forward together in a meaningful way.
Exploration Meeting: I'll listen, learn, and identify your priorities for your present and future goals.
Strategy Development and Recommendation: After learning the nuances of your financial situation I'll build out and present a strategy designed specifically to help achieve your goals.
Monitoring and Communication: You rest easy while I keep a watchful eye on your plan, reporting any developments or potential adjustments. I will be reaching out consistently to keep you up to date on your portfolio and keep me up to date on any potential changes in your life.
Exploration Meeting: I'll listen, learn, and identify your priorities for your present and future goals.
Strategy Development and Recommendation: After learning the nuances of your financial situation I'll build out and present a strategy designed specifically to help achieve your goals.
Monitoring and Communication: You rest easy while I keep a watchful eye on your plan, reporting any developments or potential adjustments. I will be reaching out consistently to keep you up to date on your portfolio and keep me up to date on any potential changes in your life.
Who I am
As a former Professional Soccer player, I always made sure to put the interests of my team before my own, and I'm now proud to carry that mentality over for my clients every day as a Financial Advisor. Going from player to financial professional, I know how much of a necessity it is to have a strategy in place, whether you are trying to win a big game or build wealth for the future. Just as I trusted my teammates on the field, I want my clients to trust me and know that they have someone on their team who will always put them first.
Teamwork Oriented
I prioritize working with my clients. Trust and transparency are vital to achieving the goals we set. The strength of our cooperation and comradery are major factors in our shared success, which is why I focus on really knowing who my clients are.
Aligned With You
The little details of my clients lives are and will always one of the most important parts of what I do. My goal is to accomplish your goals.
Transparent
Carrying out the strategy I create for you requires your understanding of the how, what, when, and why of it. I make sure clients understand the plan and are confident in it so that we can move forward together and aligned for success.
Adaptable
My Professional Soccer career taught me the importance of plans, but also that life always comes with unexpected obstacles. Being a dynamic wealth manager means preparing for the next stage of life ahead of time before the rapid changes that are sure to come. I take pride in doing this for my clients.
Life Navigator For Professional Athletes
After years as a Professional Athlete, I learned the fast pace at which a players life typically moves. Given this experience, my goal is to help professional athletes in any stage of their career plan for all the things that they may endure throughout their career including when they decide to hang up their cleats. Here is where athletes can find some of the events they are sure to face and can receive guidance on.
Player-to-Player Advice
As your advisor and former player, you can feel free to reach out to talk about anything you're going through in your career. I'm in your corner to help you succeed not only financially but personally as well.
New Contract
Such an exciting step whether it's your first or third contract so far in your career! Let's talk about the best possible ways to use these earnings for your long-term success financially.
Dealing with Injuries
An unfortunate but realistic part of the game. I'll help you deal with potential cash flow issues during this down period in your career.
Real Estate
Sports is an unpredictable business and buying a home is a big decision. Whether it's your dream home or an investment, we can help navigate those decisions and guide you through the process.
New Team/Relocating
Changing teams and moving to a new place? Let's talk about some of the smartest ways to make this transition for you and your finances.
Retirement
No one can play on forever, no matter how much they'd like to, so it's so important to start planning for that bitter sweet day. The right time to start planning is today and having gone through it myself, I'm here for all the questions you might have on properly planning to do retirement right.
Knowledge is Power
I believe that financial education and literacy is critical for making the best long-term decisions in your life. Here are a few resources that you can use to learn more to better your future today.
Thoughts on the Market Podcast
Looking for more insight to better understand the ever changing market. Check out the latest episode of this podcast series to gain the perspectives of some of our brightest here at Morgan Stanley.
Check out the latest episode
Taxes
Looking to invest in a tax efficient way? Read up on how to do that by following the link below and reach out if you have any further questions on taxes.
Check out the Tax-Smart Portfolio
What is a 401(k)?
Not sure what a 401(k) is or how it works? Click the link below to learn how they work and what you should be doing to make the most of your investing towards retirement. Setup a meeting if you have any further questions.
Getting to Know 401(k) Plans
Financial Literacy
Understanding the basics of financial literacy is the first step towards making sound decisions with your money and it's never too late to start learning. Use the link below to learn more about financial soundness no matter what stage of your life you're currently in. You can also teach the kids about money with some personal finance activities.
Financial Literacy for Any Stage of Your LifeLocation
500 108th Ave NE
Ste 1900
Bellevue, WA 98004
US
Direct:
(425) 451-3314(425) 451-3314
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact Lamar Neagle today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
