Christine Philipps
Christine is committed to the long term success of her clients. She starts with gaining a clear and complete picture of her client's goals, values, aspirations and concerns. She develops a customized wealth management strategy designed to help achieve those goals - whether it's retirement, college savings, a second home or a new business, for example.
Christine brings the same disciplined processes of planning and investment to her clients that were a necessary part of her own success as a former energy executive. She employs the same rigorous due diligence and analysis in developing a comprehensive wealth management and financial strategy. She has worked closely with private investors and family offices. She understands both the political and business environment. She worked for the U.S. Senate Judiciary Committee and on Wall Street which were formative in the direction of her career path. Christine holds an M.B.A. in Finance and a Masters in International Management from the University of Texas (Dallas) and a Bachelors of Arts from Carroll College.
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.
