Chris Whitcombe
,
Senior Financial Advisor
NMLS #1854083
985 Berkshire Blvd.
Wyomissing, PA 19610
610.320.5480
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I love being able to analyze and improve financial strategies for the families we serve.
Profile

Chris Whitcombe follows a disciplined process that begins with first taking the time to get to know you, your family, your family's financial situation and what matters most to all of you.

Chris holds the CRPC™ designation and the CFP® certification.

Videos
Tax Planning for 2023
About Me
My Story

Early in my career as an engineer and then while working for a small family business, advisors had reached out to help me with my finances. I enjoyed being a do-it-yourself investor, but wasn't thrilled with high-fee mutual funds or expensive insurance-based products.

As my other responsibilities grew, I found less time to stay on top of my finances and saw how money was impacting others I cared about. After prayerful consideration, I felt led to switch careers to become the financial advisor I would have wanted for my family.

Now I get to spend nearly every day working with others to improve their financial projections!

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Courtany E. Heckman
Wealth Management Banking Specialist
Merrill
Diane Gentile-Shapcott
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652356
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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Christopher Whitcombe is registered to do business in AZ, CA, CO, CT, DC, DE, FL, IN, MD, MI, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA.