Christopher Beach
,
Vice President, Financial Advisor
NMLS #2063075
1 Cowboys Way
Frisco, TX 75034
469.294.7085
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

There are moments in life where you are reminded of the importance of family.  A personal experience came in 1975: the year my family made a selfless decision to adopt me from an orphanage in war-torn country. 

There are also moments where you are taught the value of wealth planning; that caring for your financial wellness is one of the most important aspects of caring for your family.  Watching my parents make the most of their finances, travel the world, and retire on their terms, left an indelible impression; one that fuels a passion to help you put together a wealth management plan that helps you connect to a better financial life.


Life changing events teach invaluable lessons.  Sharing these lessons includes working closely with you to:

1)     Help you translate the complexities of your financial life into a language you understand; clarity you can use to make informed decisions regarding your financial future

2)     Help you manage all of the relationships, personal and professional, that are impacted by your finances and financial decisions,

3)     Regularly review and update (as needed) a wealth management plan that addresses your current and future lifestyle goals, aspirations and dreams

4)     Help you turn the “I can only imagine” thoughts into a reality of all that is possible in your life


What would you do if you had time, money, and health that freed you to live out your dreams?  Let’s connect if you would like to speak to someone who is committed to helping you make the most of your dreams.
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.

About Me
Welcome

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.

Meet Our Professional Staff
Jason Wills
Assistant Vice President, Registered Wealth Management Client Associate
940.297.6943
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.
Emily Carmona
Wealth Management Banking Specialist
Christopher D Myers
Senior Wealth Management Lending Officer
NMLS #982033
Joseph Michael Cuff
Structured Credit Executive
About Merrill

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.

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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.
Christopher Beach is registered to do business in AR, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MS, NC, NJ, NM, NV, TX, VA, WV.