Chris has worked in the financial services industry since 2005. He joined Adviser Investments in 2021 as a portfolio executive after 15 years at Merrill Lynch, TD Ameritrade and Charles Schwab, where he worked with individuals and families helping them make important decisions to achieve their financial goals. Chris advises his clients on all aspects of wealth management, leveraging many years of financial planning experience. He was awarded the CERTIFIED FINANCIAL PLANNER™ designation in 2011 and the Behavioral Financial Advisor™ designation in 2020. Chris holds a B.A. from Rollins College and an MBA from Bentley University, with a concentration in the economics of financial markets. Chris is an avid golfer. He and his wife live in Arlington, MA.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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