30 years of experience means Bob managed clients' wealth and navigated their financial goals through seven stock market corrections, three wars, and four recessions. Being a CERTIFIED FINANCIAL PLANNER™ (CFP®) Bob believes in thinking strategically, acting tactically and continual planning as a proven process for smart, long term investing.

“Communicate, communicate, communicate” defines Bob’s belief on how he constantly addresses the changing issues that impact client portfolios and how he stays actively engaged while listening and anticipating their needs.

Bob's areas of focus include: development and execution of estate planning strategies, alternative investments, trust-related services, financial and retirement planning, and asset allocation modeling.

Bob joined UBS in 2008 after a long career at Morgan Stanley (1982-2008) where he also served as branch manager for eight years. He received a B.S. in Economics from the University of Delaware and completed the Dean Witter Reynolds Advanced Branch Manager Program at the Wharton School at University of Pennsylvania. Outside the office, Bob is active in the community. He is a member of the Wilmington West Rotary Club where he served as President, Treasurer, and Secretary and is actively involved with Nativity Preparatory School of Wilmington where he served as Chairman of the Board of Trustees.

Registered States:
AL, AZ, CA, CT, DE, FL, GA, ID, MA, MD, NC, NJ, NY, OR, PA, SC, TN, TX, VA

As a CERTIFIED FINANCIAL PLANNER™, Chris has extensive training in financial planning, retirement planning, estate planning, investments, employee benefits, insurance, and education funding. He loves working with successful investors and being on the front line of advising private clientele, business owners, retirees and contemporary professionals.

Chris graduated from Indiana University of Pennsylvania where he was awarded a scholarship to study Economics. Prior to joining Montchanin Wealth Management, Chris lived in Atlanta, GA for five years and worked on the Corporate Retirement Plan Desk at John Hancock. While there, he helped business owners analyze and implement corporate retirement plans. At John Hancock, he also completed the Elon Executive Sales Program at Elon University in 2013.

He currently holds a Series 7, Series 63, Series 66, Accident and Health Insurance, Life & Fixed Annuities, and Variable Life & Annuity license.

Outside of the office, Chris is President of the Wilmington West Rotary Club, enjoys soccer, cheering on his Eagles, and hiking with his dog.

Registered States:
AL, AZ, CA, CT, DE, FL, GA, ID, KY, MA, MD, ME, NC, NJ, NY, PA, SC, TN, TX, VA, WA, WV

Kerri joined the Montchanin Wealth Management Team in May 2018, following 4 years in the industry at Capital One Investing. She strives to provide an exceptional client experience and serves as the front line of communication focusing on our clients everyday financial needs.

Kerri holds FINRA Series 7 and 63 securities licenses and earned a B.A. degree in Criminal Justice with a Minor in Psychology from Kutztown University of Pennsylvania. Formerly a Bucks County, PA resident, she now resides in Wilmington, DE where she enjoys spending time with her fiancé and traveling.

Registered States:
AZ, CA, CT, DC, DE, FL, GA, IN, MA, MD, ME, NC, NJ, NV, NY, PA, SC, TX, VA