Chris Ann Barnish is a Senior Vice President, Wealth Management Advisor with Merrill Lynch Wealth Management. Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™, by successfully completing a rigorous program at the Wharton School of Business. Chris was also able to successfully complete the Certified Public Accounting (CPA) exam in one sitting. (In her role as a Financial Advisor at Merrill she does not provide tax advice.)
Drawing on over 30 years of experience, Chris focuses on providing sound wealth management advice to families and businesses with complex financial issues. Clients have access to the full breadth and depth of Merrill, with Chris' personal guidance.
Chris' goal is to provide her clients with personalized service and to help them face their future with confidence. Working collaboratively with clients and internal specialists, Chris helps each client address "Big Picture" issues, such as Estate Planning Services, Retirement Planning, Income preservation, and taking care of children and parents.
Chris takes the time to listen carefully and ask hard, smart questions to recognize potential problems, offer strategies and uncover opportunities to help clients to reach their financial goals and dreams. Chris' education, work experience and strong financial background allows her to review her client's current financial information and first and foremost, understand issues specific to them.
Chris resides in Bucks County with her husband.
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.