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Christopher C. Saunders
Christopher C. Saunders, CIMA®
Consulting Group
First Vice President - Wealth Management
Senior Investment Management Consultant
Financial Planning Specialist
112 E. Pecan
Suite 1500
San Antonio, TX 78205
tel: 210-271-6107
toll free: 800-323-0456
fax: 210-271-6194
Email Me
Welcome Associations Education Services Experience
Welcome

Whether you are a private individual or an institutional trustee, the complexity of today’s capital markets heighten the need for professional, experienced investment advice. The Certified Investment Management AnalystSM (CIMA) certification/designation is earned by only those Financial Advisors that have completed an extensive training course and a rigorous exam. CIMA® advisors can assist you in establishing suitable objectives, developing appropriate investment strategies and selecting appropriate investment options. To work with a professional who has earned the certification that represents the experience and knowledge you need in today’s environment, please contact me.
Associations
  • Association of Professional Investment Consultants (APIC)
    Washington, DC
  • Investment Management Consultants Associaton (IMCA)
    Denver, CO
  • Trinity University Foundation
    Endowment Chair
    San Antonio, TX
  • Mensa
    Arlington, TX
  • The Order of The Alamo
    San Antonio, TX
Education and Licensing
  • Certified Investment Management AnalystSM (CIMA), 2003 - 2004
    The Wharton School of Business
    Philadelphia, PA
  • Financial Planning Specialist Program, 2003
    Smith Barney
    New York, NY
  • Senior Investment Management Consultant Program, 2002 - 2003
    Consulting Group
    Wilmington, DE
  • BS - Finance, 1986 - 1991
    Trinity University
    San Antonio, TX
  • BS - Economics, 1986 - 1991
    Trinity University
    San Antonio, TX
  • Series 3 - National Commodity Futures
  • Series 6 - NASD Registered Representative
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
Services
  • Private Banking
  • Wealth Management
  • Alternative Investments
  • Estate Planning
  • Trust Services and Accounting
  • Family Consulting
  • Lending Services
  • Endowments and Foundations
  • Business Succession Planning
  • Corporate Retirement Plans
Business Experience
  • 1998 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Senior Investment Management Consultant
    Financial Planning Specialist
    San Antonio, TX
  • Licensed Securities Representative Since 1993
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Christopher C. Saunders is licensed in the following state(s): CA, CO, DC, IL, LA, MA, MD, NC, NM, OH, TN, TX, VA, WI
This 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.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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