Christopher Bulle
Managing significant wealth requires more than just investment advice; it requires meticulous, 360-degree architecture. As an Assistant Vice President and Financial Advisor with the Forbes-recognized Smith Conkin Dixon team, I deliver comprehensive financial stewardship for high-net-worth individuals, families, and businesses. I believe that a disconnected financial strategy leaves a family exposed. Therefore, my focus is on total balance sheet management—seamlessly bridging the global investment insights of Merrill with the robust banking and liquidity solutions of Bank of America to create a cohesive, fully integrated roadmap for your future.
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.
