Chris Bidwell, CRPS®, CIMA®, CIMC®, RMA®
Vice President,
Financial Advisor,
Senior Investment Management Consultant,
Senior Portfolio Manager,
Financial Planning Specialist,
Portfolio Management Director
Direct:
(937) 312-2218(937) 312-2218
Toll-Free:
(877) 401-5435(877) 401-5435
My Mission Statement
To enhance the lives of my clients through personal service, trustworthy advice and quality investment management
Managing Your Wealth, Making a Difference
As your wealth has grown, so too has its complexity and the resources needed to manage it. As a seasoned professional, with over 30 years of experience, I work with a select group of clients who value my depth of knowledge and experience in providing tailored financial strategies to achieve their most important individual and family goals. I am committed to providing objective, high-quality advice and services to help simplify your life, while adding meaningful value for you and your family. I seek to accomplish this through building trust and developing strategies to help protect and grow your family’s wealth for generations. I believe comprehensive wealth management means more than providing investment advice. It means helping you strengthen the financial independence you've worked your whole life to achieve. It means striving to ensure you have the means to pursue what's most important. And it means understanding you and your family as individuals with unique goals, values and circumstances so I may develop effective strategies on your behalf. As our relationship grows, I hope you will come to regard me as a valued resource — experienced stewards who can help you make more informed decisions on any financial issue. I am committed to helping you protect and build your wealth and will work to strengthen your family’s financial security for generations to come.
Securities Agent: DC, AZ, IL, GA, TX, ID, CO, CA, OH, NJ, NC, MO, NY, FL, DE, WA, WI, SC, MI, VA, OR, MA, IN, PA, UT, TN, KY, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1272860
NMLS#: 1272860
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
Experience
Over the last 29 years, I have developed a wide range of strong skills, knowledge and experience with helping clients towards reaching their financial goals. I strive to provide highly customized advice and comprehensive wealth management services to families across the country while at the same time working diligently to deliver exceptional service, objective guidance and results-driven strategies.
As a professional serving multi-generational families, I focus on building longstanding relationships (and are proud of the fact) that many of my clients have been with me for more than 24 years. As a result, I am always very honored when anyone asks me to consider working with their children and grandchildren.
Over the years, I have developed a strong understanding of global economics and am well versed in the equity, fixed income and alternative markets. I have cultivated comprehensive skills in investment management, retirement planning and philanthropic services. Most importantly, I take great pride in my ability to effectively communicate advanced concepts in simple terms and putting them into action so my clients can more likely achieve their goals and aspirations in life.
As our relationship evolves over time, I hope you’ll come to regard me as trusted steward of your wealth, here to help you make informed decisions on any financial challenge you face. I am dedicated to helping you execute and refine your customized strategy to reflect new priorities, while aligning it with your financial goals and established values.
As a professional serving multi-generational families, I focus on building longstanding relationships (and are proud of the fact) that many of my clients have been with me for more than 24 years. As a result, I am always very honored when anyone asks me to consider working with their children and grandchildren.
Over the years, I have developed a strong understanding of global economics and am well versed in the equity, fixed income and alternative markets. I have cultivated comprehensive skills in investment management, retirement planning and philanthropic services. Most importantly, I take great pride in my ability to effectively communicate advanced concepts in simple terms and putting them into action so my clients can more likely achieve their goals and aspirations in life.
As our relationship evolves over time, I hope you’ll come to regard me as trusted steward of your wealth, here to help you make informed decisions on any financial challenge you face. I am dedicated to helping you execute and refine your customized strategy to reflect new priorities, while aligning it with your financial goals and established values.
Working With You
My commitment to clients and their success is the cornerstone of my practice. I come to work every day engaged in making a difference in their lives. To that end, I am focused on the following core values that underscore my commitment to an exceptional client experience:
Every decision I make will be focused on doing the right thing for you. Including, simplifing your financial life, offering the best solutions for your consideration with unbiased, objective advice.
I provide comprehensive solutions for all of your financial needs and strive to be a trusted resource for any financial or life decision.
Believing you are entitled to the best advice possible, I have assembled a network of highly skilled professionals that work with me whose number one priority is you. To gain the precise knowledge needed to effectively manage all aspects of your wealth, as well as working in tandem with your accountant and estate planning attorney.
I focus on building deep and longstanding relationships, based on trust and integrity. I do this by working with a select group of individuals and families from across the country. This enables me to dedicate the time, attention and personalized service each deserves.
Your satisfaction is my priority. When it comes to service, I go above and beyond. No matter how simple or how complex your needs, I am always here to help.
Every decision I make will be focused on doing the right thing for you. Including, simplifing your financial life, offering the best solutions for your consideration with unbiased, objective advice.
I provide comprehensive solutions for all of your financial needs and strive to be a trusted resource for any financial or life decision.
Believing you are entitled to the best advice possible, I have assembled a network of highly skilled professionals that work with me whose number one priority is you. To gain the precise knowledge needed to effectively manage all aspects of your wealth, as well as working in tandem with your accountant and estate planning attorney.
I focus on building deep and longstanding relationships, based on trust and integrity. I do this by working with a select group of individuals and families from across the country. This enables me to dedicate the time, attention and personalized service each deserves.
Your satisfaction is my priority. When it comes to service, I go above and beyond. No matter how simple or how complex your needs, I am always here to help.
Location
7777 Washington Village Dr
Ste 100
Dayton, OH 45459
US
Direct:
(937) 312-2218(937) 312-2218
Toll-Free:
(877) 401-5435(877) 401-5435
Fax:
(614) 559-6718(614) 559-6718
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Chris Bidwell today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards DisclosuresLink Opens in New Tab
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024)