Jenee Naifeh Lister

Jenee is a Wealth Management Advisor in Oklahoma City, providing high net worth clients a wide array of investment services including wealth management, retirement planning, estate planning, and investment development. Jenee completed an undergraduate degree in Finance and Economics at Oklahoma State University and joined Merrill Lynch in 1988. In 2004, she earned the Certified Investment Manager Analyst (CIMA®) designation through the Investment Management Consultants Association in conjunction with the Wharton School at the University of Pennsylvania.

Jenee and her family have deep ties to Oklahoma City University; her mother, Jeaneen Naifeh, and her brother Stanley both graduated from OCU.Her father, Robert, received a Doctor in Commercial Science honorary degree in 2000, and in 2009 he was inducted in to the OCU Commerce and Industry Hall of Honor. Jeaneen and Jenee are both past recipients of the Oklahoma City University Distinguished Philanthropist Award. More recently, Jenee participated in the Meinders School of Business Women in Leadership programs.