Chris McCauley is a Senior Vice President, Wealth Management Advisor and holds the Chartered Retirement Planning CounselorTM (CRPCTM) designation. He began his career as a Financial Advisor in 2001. He joined Merrill Lynch Wealth Management in 2003.
Chris is a cum laude graduate of the University of Massachusetts with a B.A. in Economics.
He works with clients who are building wealth for retirement through a thoughtful analysis of their life goals and long-term objectives. For retired clients, he works closely with them on optimizing their distribution and estate planning strategies. Chris provides the objective financial advice which many clients come to rely upon in the working relationship.
Chris’ commitment is to servicing his clients and helping them build and manage their wealth by providing a customized array of financial and investment services. These include: wealth management, financial strategy development, retirement planning, college planning, and portfolio development.
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.
