Chris comes from a family with a multigenerational legacy of serving the largest names in the petrochemical industry. This gives Chris a deeper understanding of what matters most to his clients, and he uses this knowledge to prepare clients for their transition into retirement. Chris joined UBS in 2012 after prior tenure as a First Vice President at Merrill Lynch Wealth Management.
Chris emphasizes taking a conservative approach to investing in retirement, and believes there is no substitute for diversification through active portfolio management. Chris is a portfolio manager in the Portfolio Management Program (PMP) at UBS. This allows him to offer discretionary portfolio management services to his clients. This sophisticated program enables Chris to deliver a first class experience with state-of-the-art risk management.
Chris received his B.A. in Psychology from the University of Texas at Austin in 1997. Chris is FINRA- registered and holds series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. Chris and his Wife Camille live in Beaumont, TX with their children Ashton, Carlisle, and Vivianne.
Registered States:
AL, CA, CO, DE, FL, GA, IN, LA, MA, MI, MS, NE, NM, NV, OK, TN, TX, VA, WA