Chris Weidler established Sweet Briar Wealth Management of Raymond James. Prior to joining Raymond James in 2015, he developed a Wealth Management practice at Morgan Stanley servicing Corporate Executives, Business Owners, Healthcare Professionals, and Retirees. Preceding his time with Morgan Stanley, Chris worked in the fields of Private Banking and Healthcare Consulting which helped him to develop a well-rounded approach to financial planning. He gained proficient knowledge in the utilization of various lending solutions to purchase properties, and performed in-depth analysis of borrowers’ credit worthiness, income, assets, and pertinent financials. In addition, he consulted healthcare providers – through direct contact with Chief Executive Officers and Chief Financial Officers, he was able to successfully increase efficiency of operations and navigate the insurance reimbursement process for patients and providers. Emphasizing a defined process, as a Financial Advisor he is able to formulate a blueprint of one’s life as it pertains to finances, and personalize a plan designed to overcome hurdles and achieve goals.
Chris attended Villanova School of Business where he Double Majored in Finance and Accounting. He has a deep passion for giving back to his community – he serves on the Board of the Villanova University Alumni Association Club of Greater Philadelphia as the Chairman of the Service Committee and the Treasurer. He is also a former Board Member of, and actively involved with, Habitat for Humanity’s Philadelphia Chapter and the Gladwyne Civic Association.
The above mentioned organizations are not affiliated with Raymond James.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.