• Chris Bardwell

    Investment Portfolio Associate

Chris plays a pivotal role in gathering equity research and technical analysis for trading strategies, assisting our clients with their goal planning, and helping our team build portfolios.

He is sensitive to the needs of our clients and works diligently to offer to address their questions and concerns, and help them become more informed investors so they can make smart decisions and feel more confident about their financial matters.

Before joining Raymond James in 2015, Chris held the position of Senior Vice President at Criterion Management in Rye Brook, New York, where he worked with major financial companies as a main representative for top-tier clients. He holds Series 7, 66 and 31 securities licenses and earned a bachelor’s degree in economics from Binghamton University.

Originally from Ossining, New York, Chris now lives in Port Washington, New York. In his free time, he enjoys exercising, hiking, going out on the water and spending time at the beach. He is the sergeant of arms and a past president of the Locust Valley Rotary Club.