MILLENIA INVESTMENTS - Key Persons
Job Titles:
- Office Manger, Client Service Specialist
Job Titles:
- Document Control Coordinator
Lee is a managing partner of Millenia Investments and has been a licensed investment advisor representative since 1980. Lee is a Certified Financial Planner TM Practitioner (CFP R) and has a Master Degree in Financial Services. Lee, together with his partner Stephen Serati, has helped to grow Millenia Investments from a small, regional investment firm into a financial services enterprise that provides investment, insurance and retirement services to more than 5,000 individual clients located throughout the United States. Over his more than three decades of experience, Lee has received numerous awards and recognitions from several of the industry's largest financial institutions and organizations.
Lee lives with his wife, Linda, and their three children in Chesterfield, Missouri.
Lee is a managing partner of Millenia Investments and has been a licensed investment advisor since 1980. Lee is a Certified Financial Planner (CFP) and has a Master Degree in Financial Services. Lee, together with his partner Stephen...
Lee Neumann, is a managing partner of Millenia Investments and has been a licensed investment advisor representative since 1980. Lee is a Certified Financial Planner (CFP) and has a master's degree in financial services (MSFS). During their time in this industry; Lee and Steve have worked, and grown a financial company, through about every kind of market calamity one can imagine.
Job Titles:
- Registered Principal, Executive Manager
Job Titles:
- Co - Founder
- Partner
- President
Stephen is co-founder and a managing partner of Millenia Investments and has been a licensed investment advisor since 1989. Stephen, together with his partner Lee Neumann, has helped to grow Millenia Investments from a small, regional investment firm into a financial services enterprise that provides investment, insurance and retirement services to more than 5,000 individual clients located throughout the United States. Throughout his career, Stephen has received numerous awards and recognitions from several of the industry's largest financial institutions and organizations. In January 2017, Securities Service Network/Ladenburg Thalmann named Stephen one of the firm's Top Forty investment advisors.
Stephen lives with his wife, Catherine, in Punta Gorda, FL.
Job Titles:
- Investment Advisor
- Representative
Tony Arnold has been an investment advisor representative here at Millenia Investments since 2014 but has worked within the investment industry since 1994. Tony plays a vital role in providing insurance and investment advice to clients and we're very fortunate to have him on our team.
Tony has been providing insurance and investment advice to clients since 1994. Tony joined Millenia Investments in 2014 and we were happy to have him.
Born and raised in St. Louis, Tony has built a reputation as a respected insurance and investment advisor representative recognized for his unfailing integrity and personal attention to detail over his more than 22-year career. Tony's warm, jovial presence and bigger-than-life personality make him a favorite among clients and co-workers alike.
Outside of work, Tony enjoys following different sports teams and spending time with friends and family.
Tony lives with his wife, Laura, and their two children in Town and Country, Missouri.
Tony has been providing insurance and investment advice to clients since 1994. Tony joined Millenia Investments in 2014 and we were happy to have him. While with Millenia, Tony became a licensed investment advisor with SSN Advisory,...