Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Chris has over 25 years of experience in the financial services industry. Chris began his career at Edward Jones then joined Merrill in 1995. He utilizes the firm's extensive tools and resources in his commitment to provide Premier Wealth Management services to a select group of families, businesses and corporate executives. He is committed to guiding each client in all aspects of their financial lives and providing the best possible strategies to address the unique aspects of each client's situation. He employs a consistent, disciplined, coordinated approach which focuses on clients' long-term and short-term needs while removing the emotional element which can negatively impact the decision-making process. Chris helps clients make more informed decisions about the growth and preservation of their assets and estate while at the same time simplifying their lives. He recognizes that while investment markets are unpredictable, the qualities of trust, integrity, and superior client service are the foundation for outstanding long-term relationships.
Chris provides a wide range of services, including investment and banking management, liability management, tax minimization strategies, estate planning services, wealth transfer strategies, college planning and rule 10b5-1 planning.
Chris balances his career with family and volunteering in the community. He has coached or volunteered for La Jolla Coastal Bay Softball, La Jolla Youth Soccer, La Jolla Youth Baseball and the La Jolla YMCA. He's a current board member of the Foundation of La Jolla High School and former board member for the Coggan Family Aquatic Complex in La Jolla. In his free time he enjoys; mountain biking, skiing & snowboarding, fishing, and core training. Chris resides in La Jolla with his wife Colleen and their two children Karynn & Connor.
*Banking Services are through Bank of America, N.A.
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.
San Diego State University
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.