Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
7414 Hodgson Memorial Drive
Savannah, GA 31406-2516
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Chris has more than 32 years of investment experience as a Financial Advisor and firm principal, having served as Resident Director of the Merrill Lynch Wealth Management Savannah branch. Chris holds the Certified Private Wealth Advisor® (CPWA®) designation through the Investments & Wealth Institute™ (The Institute) and Certified Plan Fiduciary Advisor (CPFA) designation through the National association of Plan Advisors (NAPA). Chris is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Chris also is one of a select group of Merrill advisors that has earned the designation of Retirement Benefits Consultant (RBC). Focusing on defined contribution plans, to leverage the broad resources from across the firm and provide personalized service focusing on plan goals and providing access to ERISA 3(21)(A)(ii) 1 Fiduciary Advisory Services to various organizations.
A resident of Savannah since 1998, Sotus is a graduate of Leadership Savannah. Chris has volunteered with several nonprofit organizations and currently serves on the Executive Board of Directors for Park Place Outreach.The mission of Park Place Outreach Youth Emergency Shelter is to provide services to homeless and at-risk youth and their families in Savannah and the surrounding area.
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.
Georgia 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.
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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