Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Chris holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and relies upon his experience while working closely with clients to develop tailored strategies across multiple wealth disciplines, implementing cohesive frameworks designed to grow, preserve, and transfer wealth effectively. Chris begins each relationship by gaining a thorough understanding of each client’s unique circumstances, encompassing his or her personal history, family dynamics, motivations, and passions. He then applies his knowledge of investment management, cash management, retirement strategy, trust and estate planning services, and banking services through Bank of America, N.A., to design customized approaches for each client. Chris, in tandem with a client's other professional advisors, takes into consideration the potential impact of current tax regulations on the differing aspects of each client's financial situation.
Chris joined Merrill Lynch Wealth Management in 2008. He earned his Bachelor’s degree in Political Science and Psychology from the University of Houston Honors College. He holds the Chartered Retirement Planning Counselor, CRPC® designation in addition to the CFP® certification. Chris lives in Hollywood, Florida with his wife and children, including their Cocker Spaniel, rescued Greyhound and rescued cat. In his free time, Chris enjoys fishing and camping with his family, cooking, golfing and playing tennis.
English
University of Houston
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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 Banking Specialist
Merrill
Wealth Strategist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1190976
Virtual via Veracast
March 15th, 2023|4:00 PM - 5:00 PM EDT
Registration: Registration will be through Cvent.
Registration link: https://cvent.me/kqYE9N
Agenda at a Glance
Merrill Lynch, 401 E Las Olas Blvd , 21st Floor Conference Room, Fort Lauderdale, FL 33301
March 22nd, 2023|12:00 PM - 1:30 PM EDT
Please join us for an exclusive Municipal Bond update and solutions event featuring Merrill Lynch specialist David Neale and Nuveen Portfolio Manager Steven Hlavin.
Agenda at a Glance
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
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