Chris is a Senior Vice President, Senior Financial Advisor based in Boston. Alongside his team, Chris advises families, entrepreneurs, and select institutional clients across all aspects of their wealth.
Chris actively works with and advises his clients, while leveraging the firm's intellectual capital, balance sheet, and investment access. He is focused on supporting families and founders navigate their personal, charitable, and business operating needs. His extensive experience across investing, credit, estate planning strategies, and tax efficiency provides a comprehensive perspective for his client's complex financial portfolio.
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.
