Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
With 18 years in the financial services industry, Christopher joined Merrill Lynch Wealth Management in 2019 and today focuses on serving a select group of high-net-worth individuals, their families and their businesses. He received his bachelor's degree in Marketing from The University of Iowa in 1998 and his MBA in Finance from Wake Forest University in 2007.
I focus on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights and capabilities of Merrill Lynch Wealth Management and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
I follow a disciplined process that begins with first taking the time to fully understand each client’s particular needs, concerns and priorities and is passionate about delivering excellent service.
Prior to joining Merrill, my career was focused on sourcing, performing due diligence, and monitoring traditional and alternative investment managers across multiple asset classes and strategies, globally. I was responsible for designing, implementing, and managing investment portfolios for large global institutions ranging from broad multi-strategy mandates to more directed strategies. Also, I've professionally spent considerable time overseas meeting with investors while gaining insights into local markets and customs. Lastly, I have experience with small businesses and the intricacies of cash flow and vendor management. I look forward to utilizing my vast background and experience into helping create a financial framework that achieves your needs and goals.
University of Iowa
Wake Forest University
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Wealth Management Banking Specialist
Senior 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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It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
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.