With over 30 years of experience in the financial planning industry, Chris is devoted to helping clients manage every detail of their financial picture by providing a value-added service that helps reduce the stress of investing. He takes the time to listen to each client’s unique situation to create an investment strategy tailored to their needs. He uses his specialized knowledge in fixed income to implement customized discretionary models that balance the potential for income, growth and safety.
Chris earned his B.A. from the State University of New York in 1992 after graduating from Blair Academy in Blairstown, New Jersey. Inspired by the success of his father and grandfather in the investment services industry, he began building his financial career as a bond trader for Citi Smith Barney and First Union Brokerage Services, where he learned the importance of being trustworthy and detailed-oriented. He worked for Wells Fargo Advisors for nine years before joining Raymond James in 2018 because of its client-focused platform.
Chris has learned the value of long-term care planning through personal experience. He’s also completed the courses and examinations needed to earn the designation of Chartered Retirement Planning CounselorSM (CRPC®) in order to provide comprehensive retirement planning to his clients.
Originally from New York City, Chris makes his home in Scotch Plains, New Jersey, with his wife, Lisa, and their son. In his free time, he volunteers as a mentor for the Pediatric Long Term Care unit at Children’s Specialized Hospital in Mountainside, New Jersey. He is also the manager of the Westfield Farmers Market and the former president of the Greater Westfield Area Chamber of Commerce.
Raymond James is not affiliated with the above organizations and/or charitable causes.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.