Chris has been providing financial strategies and services to affluent individuals and families since 1999. He began his career at J.C. Bradford & Co. (later acquired by Paine Webber, then UBS Investment Services). In 2006, Chris and his father brought their team to Raymond James, where they continue to assist successful clients with their long term wealth management needs. Chris has significant experience in working with high-net-worth families and institutions, and has a long track record of developing customized investment strategies for clients.
Chris has received a number of accolades for distinguished professional service. In addition, Chris is a CERTIFIED FINANCIAL PLANNERTM professional, Certified Estate Planner, and also holds the Wealth Management Specialist designation. Within the team, Chris specializes in comprehensive wealth management for affluent families, global fixed income and equity capital markets, institutional money managers, and concentrated equity positions.
Chris is a graduate of Middle Tennessee State University with degrees in Accounting and Finance. He is extremely active in the community. He currently serves on the board of the Murfreesboro Optimist Club as Vice-President, is a Leadership level member of United Way, a supporter of the Boys and Girls Club of Rutherford County and is a former member of the Board of Directors of the BRAA. Chris enjoys coaching baseball, golf, and spending time with friends and family.
Chris and his wife Kim live in Murfreesboro with their three children, Dillon, Denton, and Dalton.
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.