Chris understands that serving his clients’ investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a financial advisor for Raymond James, he puts his clients — and their needs — first.
Offering a wide range of investment services, Chris is committed to helping you achieve your financial goals. Specializing in portfolio management, retirement income planning and retirement plan solutions, he works with clients to design investment portfolios to meet their individual needs. Chris offers a comprehensive array of investment products tailored to the needs of each individual investor. These include stocks, bonds, mutual funds, annuities, unit investment trust, exchange traded funds and insurance. Whether you need growth or income, Chris will put you — and your needs — first.
Before joining Raymond James in 2008 as a financial advisor, Chris worked at Regions Bank for 4 years, where he served as business banker. Prior to that, he worked with Wells Fargo Financial for 16 years as a branch manager. Additionally, Chris holds Series 7 and 66 securities license, Chris graduated from Middle Tennessee State University in 1987 with a Bachelor in Business Administration in office management. He received the designation of Accredited Asset Management Specialist from the College for Financial Planning in 2011. A firm believer in personal growth, Chris enhances his experience by attending continuing education courses at the Raymond James corporate offices in St. Petersburg, Florida, as well as around the country.