Chris has been in the financial services industry since 2001 and joined Merrill Lynch Wealth Management in 2018. His practice focuses on developing strategies and advice for individuals, their families and their businesses through a goals based planning process. Chris holds the CERTIFIED FINANCIAL PLANNER® certification and he is a graduate of Furman University with a bachelor's degree in Biology. Chris also earned his MBA in Personal Financial Planning from Georgia State University.
Chris focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. His access to the investment insights of Merrill and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals.
Chris and his wife, Mandy, are native Atlantans and live in Peachtree Corners, Georgia with their two boys, Carter and Cameron. Chris and his family enjoy volunteering and devoting significant time, energy and resources to help create positive change in the areas in which they live and work. They are parishioners of Our Lady of the Assumption Catholic Church and are active in both the Marist School and Our Lady of the Assumption School communities. Chris also enjoys coaching and being a fan of his boys in their various sports.
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.