Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Originally from New Jersey, Chris graduated from the University of Vermont with a BS in Business and Finance in 2002 and entered the financial services sector. Since Joining Merrill Lynch Wealth Management in 2010, Chris and a team of specialists develop highly customized wealth management solutions(based upon the client risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation) for entrepreneurs, venture capitalists, private foundations / endowments, privately controlled corporations, and ultra-affluent families; coupled with access to the open architecture and global resources of Merrill Lynch Wealth Management and Bank of America. Chris now resides in Kennebunkport, Maine and enjoys spending time sailing, saltwater fishing, and skiing.
As a Senior Financial Advisor, Chris’ primary goal is to streamline clients' financial lives so that they can focus on the activities and interests they most enjoy. Within that framework, he is keenly attuned to safeguarding the financial independence of each family, structuring a deliberate and meaningful family legacy, and directing capital to reflect a family’s values. He prides himself on delivering financial advice in straightforward and understandable terms. Clients are drawn to his evident commitment to their satisfaction, and his highly structured and organized approach to helping meet their needs.
Chris inherently recognizes that ultra-affluent clients require individualized strategies that reflect the personalized nature of their needs and goals. He provides proactive idea flow on the critical areas of focus for the ultra-affluent, and enacts his investment approach with diligence and precision. His investment approach is grounded in a macro perspective, with a strong emphasis on capital preservation. He foregoes fads and impulse thinking, believing that research, diversification, and risk review are the bedrock of financial success. He also advises clients on strategies to hedge, monetize, and diversify risk associated with concentrated equity positions.
•Use of entities and trusts
•Concentrated stock risk management
•Traditional banking services through Bank of America, N.A
•Sophisticated asset allocation guidance**
•Municipal and Taxable Fixed Income*
•Open architecture to provide clients with the best minds on Wall Street
•Institutional access to various alternative investments, including:
*Note-Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
**Note-Asset Allocation does not ensure a profit or protect against loss in declining markets.
***Note-Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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.
The University of Vermont
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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.
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 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, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 help you 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 help you 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.