With 19 years of experience in the financial services industry, Chris’ approach to managing financial portfolios is to provide his clients a high level of diligence, transparency and ongoing prudent financial advice.
Custom-Tailored Investing: Chris builds custom portfolios for each client based on their individual needs, timelines and risk tolerance. Proactively screened products and strategies are utilized across each portfolio to optimize the balance between risk and reward.
Proactive Communication: Chris communicates often with his clients providing insightful research, prudent guidance, and portfolio updates to help his clients stay on track to reach their specific goals.
Transparency and Protection: Fees and costs are clearly discussed. Raymond James Financial Services serves as custodian of clients’ assets providing powerful resources, technology and security.
A Florida native, Chris graduated from the University of Vermont, where he earned a BA in environment studies and a minor in economics. In his free time, Chris enjoys cooking, snowboarding, creating mixed-media art, volunteering in his community and spending time with his two children.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.