Chloe Crist is a Financial Advisor with the Global Corporate and Institutional Advisory Team in Atlanta, GA. She has worked in the financial industry since 2019 before joining Merrill as a Financial Advisor in 2022. Chloe and her team of investment industry professionals combine their knowledge and capabilities to provide a full range of wealth management services. She has experience with a wide range of corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. Chloe works to help individuals understand and integrate their corporate benefits with asset allocation guidance, tax-minimization strategies, cashflow management, lending, retirement income strategies, estate planning, and more.
Originally from St. Augustine, FL Chloe then attended Georgia Southern University, where she earned a bachelor’s degree in finance. She continually enhances her investment acumen through professional certifications and ongoing education.
Chloe is also actively involved in the community, volunteering with the team at organizations such as the Boys and Girls Club of Metro Atlanta, Children’s Hospital of Atlanta (CHOA) and many others as the opportunities arise. She enjoys spending her time away from the office outdoors, reading, and staying active. Chloe is an avid traveler and hopes to visit a new country every year and check off all 50 states.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.