Chris acts as a financial coach to clients. He builds relationships that are designed to help clients navigate the complex worlds of wealth management and estate plan issues as well as portfolio and investment management. Using the investment resources of Merrill and the banking convenience of Bank of America, Chris works with clients who don’t have the time or inclination for strategic investment planning in order to help them pursue their life goals.
Chris has worked for Merrill Lynch Wealth Management since 1989. Chris and his wife, Rixey, live in Frederick County and have two adult children, Nick and Jessie.
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.
