Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
600 Hyde Pk-Rte202,mechanic.rd
Doylestown, PA 18902-6604
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Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Chris Ann Barnish is a Senior Vice President, Wealth Management Advisor with Merrill Lynch Wealth Management. Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Chartered Retirement Planning CounselorSM. She also holds the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™, by successfully completing a rigorous program at the Wharton School of Business. Chris was also able to successfully complete the Certified Public Accounting (CPA) exam in one sitting. (In her role as a Financial Advisor at Merrill she does not provide tax advice.)
Drawing on over 25 years of experience, Chris focuses on providing sound wealth management advice to families and businesses with complex financial issues. Clients have access to the full breadth and depth of Merrill, with Chris' personal guidance.
Chris' goal is to provide her clients with personalized service and to help them face their future with confidence. Working collaboratively with clients and internal specialists, Chris helps each client address "Big Picture" issues, such as Estate Planning Services, Retirement Planning, Income preservation, and taking care of children and parents.
Chris takes the time to listen carefully and ask hard, smart questions to recognize potential problems, offer strategies and uncover opportunities to help clients to reach their financial goals and dreams. Chris' education, work experience and strong financial background allows her to review her client's current financial information and first and foremost, understand issues specific to them.
Chris resides in Bucks County with her husband.
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.
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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 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.
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, 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.