Vice President and Director of Private Wealth
Wealth Planning, Global Wealth Solutions
Chip provides guidance on advanced planning strategies to the firm’s largest private clients. Joining Raymond James & Associates in 1993, Chip managed two departments: Financial & Retirement Services and Wealth Solutions. After a brief hiatus from Raymond James to oversee a private family office and also manage a boutique hedge fund for sophisticated investors in 2011, Chip returned to the firm four years later with a fresh and innovative focus for providing personal wealth management solutions to Raymond James’ investment banking clients. Chip received a Bachelor of Business Administration degree from Stetson University and his Juris Doctorate from Florida State University College of Law. He attained the Certified Private Wealth Advisor® (CPWA®) designation from the Investment Management Consultants Association and the University of Chicago.
When not in the office, Chip enjoys spending time with his wife, Heather, and their three children. He is an active fundraiser for the Cystic Fibrosis Foundation.