Chris
Christopher M. Lussier,
CFP®, ChFC®, CPFA®, CEPA
Director
First Vice President, Wealth Management
Within minutes of meeting Chris, it’s easy to pick up that he is a family man. Soon after, you’ll see how it has shaped his perspective of wealth management. He understands the value in wealth not in possession, but in its ability to create financial confidence and opportunities for one’s family, future and goals.
It is through this lens that he helps others use their resources to support their goals, aiming to serve his clients as if they, too, were family. He seeks to be his clients’ financial quarterback, providing strategy and working alongside other members of his clients’ financial team.
Chris serves a broad range of individuals and their families and has a particular focus on supporting the complex financial needs of business owners and equity-owning executives. He is particularly in tune with the needs of business owners seeking the next step of their business, whether through raising capital for an expansion, executing a family succession plan or exiting the business.
Education and experience
- Bachelor of Science, finance, Bryant University
- Bachelor of Science, management, Bryant University
- Certificate in financial planning, Bryant University
- Financial advisor since 2011
- Certified Financial Planner® professional
- Chartered Financial Consultant®
- Certified Exit Planning Advisor
- Certified Plan Fiduciary Advisor
Outside the office
Born and raised in Spencer, Massachusetts, Chris attended high school in Worcester, Massachusetts. He went on to Bryant University in Rhode Island where he met his wife, Farrah, and where they remain today raising their three daughters on a gentleman’s farm in Cumberland, Rhode Island.
Chris is a committed golfer and a member of Pleasant Valley Country Club and is always interested in playing new courses with friends and clients. He also enjoys traveling with his family, particularly to Europe. He makes some time for hunting and listens to several dozen audiobooks a year on the road.
As a volunteer, he has coached his girls’ soccer teams, fundraised for cancer awareness and currently serves on the parish finance council of St. John Vianney Parish.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with any of the companies mentioned.
