Chris is a longtime veteran of the financial services industry. He believes the key to helping clients achieve their life goals and the ability to pursue their passions is to align their investment portfolios with their financial needs, goals and risk tolerance. Chris works with clients through the financial planning process to establish a long-term, comprehensive and strategic approach to investing based on proper asset allocation and diversification. Chris is a critical listener who is passionate about being attuned to each client's unique desires and needs, as well as, setting realistic expectations about investing. A consummate professional with extensive broad-based experience and expertise in all areas of financial planning, he specializes in retirement and income planning.
Chris has been with Morgan Keegan, now Raymond James, since 1994. Before that he was a financial consultant with Merrill Lynch for eight years, working with individuals and small businesses in the areas of financial planning, investments, and individual and business retirement planning. Having always had an interest and proclivity for numbers and finance, Chris majored in business administration and minored in accounting at the University of Texas at Austin.
Originally from Memphis, Chris was a very involved parent in his children's schools, and served on the Shelby County School Board from 2010 to 2018. He enjoys gardening, basketball, helping others in need in our community, and most of all spending time with his family and friends. Chris and his wife, Cheryl, have three children: Jeremy, Ally and Ryan.
- 1100 Ridgeway Loop Rd Ste 600 Memphis, TN 38120-4056
- T: 901.766.7700
- F: 901.766.7759
- TF: 800.873.6898
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