Christine Satterfield,
CPWA®, CRPCTM
Private Wealth Advisor
Managing Director
Christine creates long-term, meaningful relationships with clients. After more than 25 years as an advisor, she is proud to say that she has retained many of her clients from the early years of her career, going on to work with their children and, in some cases, grandchildren. This is a testament to the lifetime connection she is dedicated to creating with the families she serves.
Christine began her career in 1997 and worked for Merrill Lynch and Wells Fargo Advisors before joining Raymond James in 2021. As a managing director, she is primarily responsible for the implementation of the team’s strategic planning process. By working closely with Raymond James’ team of professionals, Christine strives to ensure that all aspects of a client’s financial needs are met – from liability management to planning for retirement and beyond, including legacy planning and philanthropic strategies.
Having earned both the Chartered Retirement Planning Counselor™ and Certified Private Wealth Advisor® designations, Christine specializes in building customized family wealth plans designed to give her clients the confidence to live life to the fullest and be at peace with their heirs.
Originally from Elizabethton, Tennessee, Christine majored in finance at the University of Tennessee, Knoxville. An avid hiker and skier, she has lived in many mountainous locations including Evergreen, Colorado and Asheville, North Carolina, but she now calls Eagle, Idaho home. She enjoys spending time outdoors with her husband and son, as well as their dog, Aspen.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.