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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.
Christopher Ruiz is a CERTIFIED FINANCIAL PLANNER™ professional, Senior Portfolio Advisor, and Wealth Management Advisor with The Sheffield Group at Merrill Lynch, Pierce, Fenner & Smith Inc.
Christopher has more than 20 years of experience working in the financial services industry. During his exclusive tenure with Bank of America, since 2002, he has held positions in the areas of Consumer Banking, Credit, and most recently by joining the Global Wealth & Investment Management (GWIM) division of the company in 2007.
In his current role, Christopher has been designated as a Senior Portfolio Advisor on Merrill’s Investment Advisory Program. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
His areas of focus include investment portfolio management, financial strategies, trading in capital markets, and leveraging his connections at Bank of America, N.A. for custom lending and banking services.
In addition to holding the Series 7 and Series 66 FINRA registrations, Chris' credentials include earning the CFP® certification from the Certified Financial Planner Board of Standards in Washington, D.C., a Bachelor of Science Degree in Business Administration from California State University Northridge, and insurance licenses for Life, Health, Long-Term Care, and Variable Contracts from the California and Texas Department of Insurance.
Chris and his wife, Rachel, reside in the West University neighborhood of Houston, Texas. His interests and hobbies include road-cycling, and winter sports, such as skiing and snowboarding.
Named to the 2023 Forbes “Best-in-State Wealth Management Teams” list as a member of the Sheffield Group.
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
For more information on Chris' team, please visit The Sheffield Group webpage: https://fa.ml.com/california/los-angeles/sheffieldgroup/
*Merrill Life Agency's California License Number 0522776
*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Strategist
Merrill
Structured Credit Executive
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637478
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