BIOGRAPHYChris Lattimore, a seasoned Private Wealth Advisor with Merrill Private Wealth Management, brings an impressive 15 years of experience to the table, specializing in catering to the unique needs of ultra-high net-worth clients.As a CERTIFIED FINANCIAL PLANNER® professional, Chris navigates intricate planning requirements and sophisticated investment landscapes. His commitment to excellence is evident in his recognition as one of the Forbes top Next-Generation advisors nationally in 2018 (Published on July 25, 2018. Rankings based on data as of March 31, 2018). Dovetailing his professional endeavors, Chris is passionate about education, dedicating time to teaching the CFP® curriculum at Duquesne University, a testament to his dedication to both his profession and the growth of others in the field.Chris's approach to wealth management is deeply rooted in understanding his clients on a personal level, focusing on their most significant aspirations and concerns to develop comprehensive and bespoke financial strategies. His degree in Mathematics with an emphasis in Economics from the University of California at Santa Barbara and studies at the London School of Economics underpin his analytical and strategic planning skills.Chris is originally from Sonoma County, California, and moved to Pittsburgh in 2005 to pursue a girl; nearly 20 years later, he and his wife of have four wonderful daughters and live in Hampton Township. This blend of professional acumen and personal commitment reflects Chris's holistic approach to life and wealth management.RECOGNITION *2018 Forbes “America’s Top Next-Generation Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1979 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at . SHOOK is a registered trademark of SHOOK Research, LLC.
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.