Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
3455 PEACHTREE ROAD N.E.
ATLANTA, GA 30326
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Chris has been in the financial services industry since 2001 and joined Merrill Lynch Wealth Management in 2018. His practice focuses on developing strategies and advice for individuals, their families and their businesses through a goals based planning process. Chris holds the CERTIFIED FINANCIAL PLANNER certification and he is a graduate of Furman University with a bachelor's degree in Biology. Chris also earned his MBA in Personal Financial Planning from Georgia State University.
Chris focuses on delivering 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. His access to the investment insights of Merrill and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals.
Chris and his wife, Mandy, are native Atlantans and live in Peachtree Corners, Georgia with their two boys, Carter and Cameron. Chris and his family enjoy volunteering and devoting significant time, energy and resources to help create positive change in the areas in which they live and work. They are parishioners of St. Brigid Catholic Church and are active in both the Marist School and Our Lady of the Assumption School communities. Chris also enjoys coaching and being a fan of his boys in their various sports.
Georgia State University
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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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
June 29th, 2020|12:00 PM - 12:45 PM EST
At Merrill, we are here to help you make thoughtful decisions about your investments, especially during these challenging times. That’s why we invite you to join us for The New Normal Webinar to learn more about how you and your investments can weather uncertain times and prepare for the future.
Please contact Chris to reserve your spot by Friday, 6/26/2020
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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