Chris and his team of investment industry professionals combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to corporate executives and their families. With 10+ years in the financial services industry, Chris joined Merrill Lynch Wealth Management in the wake of the Great Financial Crisis, shaping his investment philosophy of risk management and capitol preservation. Chris is experienced in managing corporate benefit programs, including equity compensation, defined benefit, defined contribution and non-qualified deferred compensation plans, helping clients integrate their corporate benefits into a long-term financial strategy.
Chris resides in Brielle, New Jersey with his wife Nicole and three sons Connor, Caden and Colin. Outside of work, Chris is an avid golfer, outdoorsman and automotive enthusiast.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
