With more than 20 years of experience in financial planning and investment management, Chris Richey has the accumulated knowledge and perspective to help you with your financial goals. Chris understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Chris will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Chris endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments.
Based on what he learns about you and your goals and an analysis of the current financial markets, Chris designs a customized investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Chris puts it into action and seeks opportunities to adapt to life changes and new goals.
Chris began his career in financial services in 2003 and previously spent 22 years with Waddel & Reed, Raymond James and Commonwealth Financial Network. Today, Chris provides financial and estate planning through the use of equities, fixed income securities, managed money, and 529 education savings plans and more through Raymond James.
A native of New Bern, North Carolina, Chris still resides there. He is a member of the New Bern Breakfast Rotary and serves on the board for the New Bern Historical Society and The Swiss Bear Foundation. Away from the office, Chris also enjoys spending time doing anything outdoors, boating, live music and enjoying time his family.
Raymond James is not affiliated with the above organizations and/or charitable causes.
