Chris graduated from Elon University in North Carolina and held numerous positions in the financial services industry with Smith Barney, and Wachovia Securities prior to joining Raymond James and Associates in 2008. Chris serves as a Managing Director- Senior Vice President of Investments and applies his experience and knowledge of the capital markets to help individual clients and families build, manage, and maintain their wealth.
Chris currently holds the Series 7, 63, and 66 investment licenses as well as his insurance license. He has continued his commitment to education with the completion of Raymond James Trust School and the acceptance into the Raymond James Institute of Investment Management Consulting program. IIMC is a certification program designed to help successful financial advisors apply the concepts of asset allocation, manager selection, and portfolio construction. Chris prides himself on the relationships that he has built and providing professional; courteous; and thoughtful client service. Chris was recently named to the 2022 edition of the Forbes list of Best in State Wealth Advisors†.
Chris is originally from Columbus, OH and moved to Hilton Head/ Bluffton, South Carolina in 2004 with his wife Dana; and their children Jackson; Ava; and Camryn. When not assisting clients’, Chris enjoys spending time with his family, boating, working out at Crossfit843, playing tennis, skiing, scuba diving, traveling, and listening to live music. Chris also serves as a member of the governing board of Coastal Carolina Hospital.
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consultant program.
† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealthadvisors for more info.