Chris has more than 36 years of investment experience as a Financial Advisor and firm principal, having served as Resident Director of the Merrill Lynch Wealth Management Savannah branch. Chris holds the Certified Private Wealth Advisor® (CPWA®) designation through the Investments & Wealth Institute™ (The Institute) and Certified Plan Fiduciary Advisor®, CPFA™ designation through the National association of Plan Advisors (NAPA). Chris is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds,