Chris Trinceri
Assistant Vice President, Senior Financial Advisor
Chris adheres to a disciplined process that offers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Chris is able to help you establish objectives and develop an appropriate strategy while recommending advice that draws upon the breadth and depth of Merrill Lynch Wealth Management to connect all the pieces of your financial life. Chris can conduct regular reviews with you to help you track your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.
Chris has been in the financial services industry since 2006, and joined Merrill in 2011. Chris is a graduate of Norwich University, with a B.S. in Biology. Chris enjoys spending time with family and friends, attending various local events and enjoying the great Colorado outdoors.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
