Sr. Wealth Advisor
Chris joined Mercer Advisors in 2020. Prior to joining Mercer Advisors, Chris worked as an audit manager for PricewaterhouseCoopers and as a partner at Atlanta Financial Associates.
Chris graduated from the University of Alabama with a Master’s of Accountancy degree. He is a licensed Certified Public Accountant in the state of Georgia and a CERTIFIED FINANCIAL PLANNER™ professional and received the Five Star Professional Wealth Manager award in 2020*.
Chris enjoys helping his clients achieve their financial goals through a collaborative process. Chris’s background allows him to help clients identify tax mitigation strategies within their financial plans.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. In 2020, 3,314 Atlanta wealth managers were considered for the award; 268 (8% of candidates) were named 2020 Five Star Wealth Managers. These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit. www.fivestarprofessional.com.
These awards should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Mercer Advisors by any of its clients.