Christopher C. Anderson, AWMA®, CPFA
Senior Vice President
Wealth Management Advisor
Retirement Benefits Consultant
Prior to joining Merrill Lynch Wealth Management in 2012, Chris Anderson began his financial career as a CPA at the regional accounting firm Eide Bailly LLP specializing in small business and individual tax strategies. Chris does not provide tax or legal advice in his role at Merrill. Chris provides goals-based wealth management strategies for individuals, as well as consulting services for corporate retirement plans, corporate funds, foundations, and endowments. Chris’ commitment to his profession includes holding the ACCREDITED WEALTH MANAGEMENT ADVISOR designation, AWMA, CERTIFIED PLAN FIDUCIARY ADVISOR, CPFATM designation, and the Series 7, 63, and 65 FINRA registrations. Chris is a graduate of Montana State University with a Masters in Professional Accountancy, and a graduate of the University of Montana with a BSBA in Business Administration.
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.
