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.
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!
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.
