Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Chris joined Merrill Lynch Wealth Management in 2014 after serving as a public relations and government affairs consultant to multiple elected officials and nationally recognized companies. From the Halls of Congress, to the boardrooms of Fortune 500 companies, Chris’ education and experiences allow him to provide investors with a unique outlook and perspective when it comes to markets and wealth management.
Whatever your personal goals may be, Chris works with investors to develop a personalized financial strategy designed to help them pursue what’s important to them. From tax minimization, investments, wealth transfer or long-term planning, Chris focuses on constructing and implementing financial strategies customized to each client and their unique objectives. His greatest satisfaction is in helping clients simplify their financial lives.
Young or Old - Rural or Urban – Married or Single – Straight or Gay. Chris is proud to advise a broad and diverse range of clients. As the spouse of a Kansas City physician, Chris also focuses on advising physician families. He knows firsthand the challenges and opportunities that face physicians and provides them with strategies designed to help achieve their personal and professional financial goals.
Chris is a graduate of the University of Nebraska and completed his Executive MBA at the University of Missouri – Kansas City (UMKC). The son of a teacher, education is important to him and he currently serves as the President of UMKC’s Alumni Governing Board and was previously a member of the Dean’s Advisory Council for UMKC’s Bloch School of Management. Chris is the Past President of UMKC’s Bloch Alumni Association.
Chris and his wife, Dr. Julie Brown (Shawnee Mission Pediatrics), live in Leawood, Kan. with their two young children.
*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.
University of Missouri - Kansas City
University of Nebraska
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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.
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 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.
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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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.