Christopher Coffing is a Senior Vice President, Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management. As a Senior Financial Advisor in the Norfolk, Virginia office since 1984, he focuses on creating customized wealth management strategies, the equity markets, and money management. Christopher is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Having access to an array of specialists, he also focuses on providing overall financial solutions for high net worth investors, including individuals and families, based on each client's risk tolerance, time horizon, liquidity needs and overall investment goals.
Christopher holds two degrees, a Bachelor of Science from Xavier University in Cincinnati, OH and a Master of Science from Old Dominion University in Norfolk, VA. He maintains Series 7,63, and 65 FINRA registrations, and his Life and Health license. Additionally, he has completed business curriculums in management, finance, accounting and economics including a training program at the prestigious Wharton School at the University of Pennsylvania and executive education at the Graduate School of Business at the University of Chicago and Harvard University.
As a family man, Christopher and his wife Julie have two sons, both of whom have graduated from the University of Virginia. As of 2016 Christopher is enjoying spending time with his two grandchildren. He is an active member of the community through his involvement in the Norfolk Yacht & Country Club, as well as, the Chairperson of the Strategic Planning Committee for the Virginia Opera.
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.