Chris’s main goal for his clients is to help them navigate the complexities of the investment process and help make sure they understand every aspect of their financial journey – to retirement and beyond. Chris describes himself as his clients’ “quarterback.” He leads the drive for his clients by deeply understanding their needs and making sure he and his team consistently deliver noteworthy service that is built on trust.
Prior to joining Raymond James, Chris was a wealth management advisor for over 10 years at Merrill Lynch. Before that, he was a wealth strategist at U.S. Trust (now Bank of America Private Bank) for six years. Alongside his experience in the world of finance, it’s Chris’ willingness to provide quality service to his clients – no matter the situation – that allows him to help people pursue the life they’ve envisioned for themselves.
As a Certified Financial Planner™ professional, Chris is formally recognized as a financial advisor with experience across financial planning, retirement saving, estate planning, taxes and insurance. As a financial advisor at Raymond James, Chris has the resources, technology and support of a firm that empowers him to act as a true advocate for his clients – always striving to put them and their needs first. Chris’ designations are further backed by a bachelor’s degree from the University of Florida.
Outside the office, Chris spends his free time golfing, fishing and pursuing philanthropic endeavors. He has also been a board member of the YMCA of the Palm Beaches since 2015, where he plays an active role in strengthening his community. Originally from Morgantown, West Virginia, Chris, his spouse, Kobi, and their children, Brooks Raymond and Lyla Marie, currently live in Jupiter, Florida.
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 and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.