Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Expert panelists explore how the rest of the year may be shaping up for the economy and the markets — and highlight the longer-term forces transforming our lives.
Chris serves three primary types of clients: individuals, non-profit organizations, and private businesses. He has earned the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute™ (The Institute) at the Wharton School, University of Pennsylvania. In addition, Chris is a Portfolio Manager, who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
Chris has the privilege of helping individuals and families around the U.S. to pursue their financial objectives. He delivers a full spectrum of assistance and works with clients and their other advisors to develop their wealth management, retirement strategies, charitable giving, and legacy plans. He serves current and retired entrepreneurs, executives, philanthropists, lawyers, doctors, teachers, artists, entertainers, and others.
His support for charities is based on Chris's prior experience as a non-profit officer and consultant. He provides a wide array of financial services including fundraising resources, investment strategies, portfolio development, and retirement plans. He works with non-profits around the country including social service agencies, public policy groups, cultural organizations, and educational institutions.
Chris also assists corporations and partnerships in a wide range of sizes. In particular, he provides financial tools and advice to enterprises and their owners in varied industries such as technology, entertainment, medicine, finance, and construction.
Chris came to Merrill Lynch Wealth Management from another major financial firm in 2009 and has been working in the industry since 1999. Previously, he was a development director and a charitable fundraising, finance, and strategy consultant for nearly 10 years. He is immediate past board chair at City of Refuge (an urban mission bringing hope and life to those living on the margin in Atlanta) and a trustee at Trinity School. He also serves on the leadership council for Legacy Advisors at Children’s Healthcare of Atlanta, volunteers with Boys & Girls Clubs, and was a past president of the Georgia Planned Giving Council.
He, his wife, and his two children belong to Peachtree Road United Methodist Church where he teaches adult Sunday School and serves on the endowment committee. His personal interests include writing, music, history, cooking, and golf. Chris received his bachelor’s degree with honors from Yale College and his master’s degree from Oxford University.
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.
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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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