Raymond James financial advisors and their clients can rely on Chris for a wealth of experience and knowledge gained from 29 years in the financial and accounting industries. Chris joined Raymond James in 2013 as part of the firm’s acquisition of Morgan Keegan. Prior to Morgan Keegan, Chris worked in the Private Client Services group of Arthur Andersen. His many areas of expertise include sophisticated income, gift and estate tax planning for high-net-worth individuals and their families, stock option planning, succession and liquidity event planning for closely held business owners, planned charitable giving and education planning and funding strategies. He is also a frequent presenter on tax and wealth transfer planning topics at Raymond James conferences across the country. Chris earned his bachelor’s degree in accounting and master’s degree in accounting with an emphasis in taxation from the University of Mississippi Patterson School of Accountancy and his Juris Doctor from the University of Mississippi School of Law. He also attended the Strum College of Law at the University of Denver’s Graduate Tax Program. Chris is a registered representative, a licensed life and health insurance agent and variable annuity agent in Tennessee, a registered investment advisor representative with the Securities and Exchange Commission and a CERTIFIED FINANCIAL PLANNER™ professional. His memberships include the American Institute of Certified Public Accountants (AICPA) (taxation section), the Tennessee Society of Certified Public Accountants (taxation section), the American Bar Association (taxation and real property, trust and estate sections), the Tennessee Bar Association, the Memphis Bar Association and the Mississippi Bar. Chris and his wife are the proud parents of a daughter, Caroline and identical twin sons, Grayson and Spencer. Chris was born in Knoxville, Tennessee, but moved 13 times in his earlier years – living in many places including Florida, Hawaii and several parts of Louisiana.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.