Chris is a CFP® CERTIFIED FINANCIAL PLANNER™ dedicated to providing clients with high end value and is committed to excellence in service. Prior to joining Raymond James in 2019, Chris was with Janney Montgomery Scott, working alongside with Rob since 2016. He began his career at North Star Resource Group, working with medical professionals including physicians and dentists in the Baltimore, MD and Washington, DC area, and various teaching hospitals including Johns Hopkins, Maryland, Georgetown, George Washington, and Howard Universities, he received top intern recognition in 2014 as well as the prestigious Ambassador of the Year Award.
His past experience provided a pathway into the wealth management sector, and opened the doors to a new profession. Chris has co-hosted private dinners and seminars for medical professionals, helping them reach their financial goals including risk management, retirement planning, asset protection, tax minimization, and debt management, providing additional value and resources to his clients.
Chris holds his Series 7, 66, and Life and Health Insurance licenses. He is also an Accredited Wealth Management Advisor℠. Chris completed his certificate in Financial Planning through Fairleigh Dickinson University in 2019.
He graduated from Johns Hopkins University in 2015 with a major in Economics and minor in Entrepreneurship & Management, a Michael Bloomberg funded curriculum to inspire new entrepreneurs. He was a starter on the Johns Hopkins Blue Jays Football Team and was a member of Alpha Delta Phi. In his free time Chris enjoys playing golf, snowboarding and watching football.
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.