Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 is 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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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 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 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.