As a founding member of The Milestone Financial Group at Morgan Stanley, Chris brings nearly 28 years of experience in both investment management and business planning. He works closely with the outside attorneys and accountants of the group’s clients to ensure coordination of all estate planning, alternative investments and taxes. Chris is an Executive Director, Financial Advisor and Alternative Investment Director.
Chris, who is also a nonpracticing Certified Public Accountant (CPA), began his career as a CPA and has spent nearly three decades counseling clients on the entire range of their investment needs and goals.
He earned a bachelor’s degree in Finance from the University of Central Florida before returning to school at the University of South Florida where he earned an additional bachelor’s degree in Accounting and his master’s degree in Business Administration (MBA).
Chris and his wife, Dana, currently live on the Manatee River in Palmetto and have 3 adult children. He is actively involved with his alma mater and St. Stephen’s Episcopal School. In his free time, Chris enjoys boating, golf, and tennis, and can often be found playing at the Bradenton Country Club and The Concession Golf Club.
Services Include
- Wealth Management
- Retirement Planning
- Alternative Investments
- Business Planning
- Planning for Individuals with Special Needs
Securities Agent: MD, MA, RI, VA, MN, KS, IL, GA, CA, AL, WI, OH, NJ, FL, CT, TN, ME, KY, AZ, PA, MO, MI, LA, NC, AR, AK, WV, TX, SC, OK, NM, DE, CO, VT, UT, ID, DC, NY, NV, PR, WA, MS, IN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290544