Since joining the firm in 2013, Chris has provided clients with a consultative approach to all of the capabilities Bank of America and Merrill Lynch Wealth Management have to offer. Through superior client service, he is able to help individuals and business owners reach their personal and financial goals via a detailed planning process and in-depth market capabilities.
Chris graduated with a B.S. in Economics from Fairfield University in 2010 and has been working the wealth management space since. Following a deep-seated Merrill tradition, Chris is active in his local community. He previously served as a mentor to local children through the organization True Mentors and is currently the Parish Council President of his local parish, St Ann Church in Hoboken, NJ. During his free time, Chris enjoys playing golf and competing in long distance running.
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.