Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 is a Managing Director, International Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch. Chris is one of only 61 Financial Advisors worldwide, out of over 16,000, who have achieved the level of Senior Portfolio Manager with Merrill. As a Senior Portfolio Manager, Chris can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Advisors.
Chris joined Merrill Lynch Wealth Management in 1995 as a Financial Advisor, after graduating from Ithaca College, New York with a Bachelor of Science in Finance. He is a founding member of the MacNamara, Dill, Tran, Krashin, Harting & Burnette Group, which focuses on managing investment portfolios using low cost, tax-efficient Exchange Traded Fund (ETF) indexes. Chris has spent his career focusing on the development and management of tax-efficient investment strategies, to grow and preserve wealth, while helping clients reach their short and long-term goals.
He is one of 840 Financial Advisors worldwide who have earned their Wealth Management Advisor title with Merrill. Chris frequently leads seminars on professional money management and financial strategies and has been invited to speak at several Fortune 500 companies in Metropolitan Washington. Chris is a Merrill coach and trainer to Financial Advisors nationwide on Exchange Traded Fund (ETF) portfolio management strategies and ethical business practices.
Chris earned his Certified Investment Management Analyst® (CIMA®) designation from the Investment and Wealth Institute™ after completing its educational requirements at the Wharton Business School, University of Pennsylvania. In 2010, he was selected as one of 35 Merrill Financial Advisors nationwide to attend Harvard Business School (HBS) in an executive study program. He lives in Potomac, Maryland with his wife and three sons.
*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.
Ithaca College, NY.
Forbes "Best-in-State Wealth Advisors"
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.
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 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 will work to help you stay on track, regardless of what the markets are doing.
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.