Chappelwood Financial Services
Chappelwood Financial Services (CRD# 134318) is a financial advisory firm headquartered in Edmond, OK. They manage $86,855,856 in 385 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management87MILLION
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Total Number of Accounts385ACCOUNTS
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Average Account Value$225,600
- Hourly charges
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OK, TX
Damon is an Investment Advisor at ChappelWood Financial Services in Edmond, OK and brings his non-profit experiences to help clients preserve their legacies.
As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Through that work, he came to believe that passing on values is just as important as passing on assets, and that proper planning can solve many of the issues high net worth families experience when it comes to money.
He chose to expand his service to comprehensive financial planning and investment advisement, developing strategies for affluent households to achieve their financial goals and preserve their values and legacy for future generations.
He co-hosts the radio show “It’s All About the $Money, Honey!” on NewsRadio 1000 KTOK in Oklahoma City, 660 AM The Answer in Dallas, and 620 AM Experts in Business in Dallas. Damon often emphasizes the importance of establishing tax-efficient gifting strategies, lifetime income planning and preservation of wealth.
He is licensed as an Investment Advisor and insurance professional in the state of Oklahoma, and received a Bachelor of Business Administration degree from the University of Central Oklahoma. He passed the CERTIFIED FINANCIAL PLANNER (TM) exam in 2014.
Committed to community service, Damon was recognized as the 2012 Volunteer of the Year by the Oklahoma Center for Nonprofits.
Damon lives in Midwest City, Oklahoma, with his wife, Kathleen, and two sons, Gabriel and Caleb. In his free time, he loves to travel, hike, play tennis, sing and, when he can, perform in community theater productions.
Victoria Woods (CRD# 2864248) is an Investment Advisor Representative working at Chappelwood Financial Services in Edmond, OK and has over 27 years of experience in the finance industry.
Lisa Ward (CRD# 6830261) is an Investment Advisor Representative working at Chappelwood Financial Services in Arlington, TX and has over 5 years of experience in the finance industry.