• Christopher M. Lussier, CFP®, ChFC®, CPFA®, CEPA

    Vice President, Investments

Most successful people spend their valuable time focusing intently on creating and building wealth, but oftentimes managing that wealth and success can be daunting, laborious, and distracting from one's career and family time. Chris recognizes this in his clients and works hard every day on their behalf, providing them with more time and mental capacity to focus on what truly matters, their families and careers. That objective has naturally allowed Chris to specialize his thriving practice to work with Healthcare Professionals, Corporate Executives, and Business Owners.

As a Certified Financial Planner™ professional, Chris has completed the rigorous CFP® certification process, has agreed to abide by the CFP board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first, and continues to meet ongoing certification renewal requirements.

As a Chartered Financial Consultant®, Chris has completed extensive coursework in advanced applications of financial planning, focusing heavily on unique situations like buying or selling a company or medical practice, the challenges confronting modern families, and intergenerational wealth transfer and estate planning obstacles facing high net worth families and business owners.

He attended Bryant University, Smithfield, Rhode Island, where he received a dual Bachelor of Science in International Business in 2010 with concentrations in both Management and Finance. Then, in 2011, Chris began his career in wealth management when he joined The ELM Wealth Management Group at UBS Financial Services, working there until 2015 when he and his team joined Raymond James.

Chris was raised in Spencer, Massachusetts. Today, he and his wife, Farrah, live on a farm in Cumberland, Rhode Island. They have three daughters, Juliette, Coralie, & Isabelle as well as their several family dogs. For fun and relaxation, Chris enjoys spending time with family and friends, travel, movies, audio books, and especially playing golf and pickleball.

Chris was named to the 2023 edition of the AdvisorHub’s list of 50 Next-Gen Advisors to Watch†.

Advisor Hub Award

† The 2023 AdvisorHub 50 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 50 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of 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 AdvisorHub.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.