Meet Chris
Chris is a Wealth Advisor based in Radnor, Pennsylvania. Before joining Mercer Advisors in 2015, Chris had 20 years of financial services experience including at First National Bank of Chester County and at Corestates Capital Markets. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Trust and Financial Advisor. Chris also holds a B.S. degree in economics and has earned certificates in financial planning from New York University and data analytics from University of Pennsylvania.
Chris’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Chris has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Chris is collaborative and engaged. He believes that open communication helps build long-lasting relationships. His skills as a portfolio manager are useful in helping clients construct optimal portfolios.
Chris in real life
What keeps you busy outside of work?
My family. Our three kids keep my wife and I pretty busy.
Any words you try to live by?
“Greatness is in the agency of others.”
How do you give back?
I sit on two local boards and stay involved in my community. I also do pro bono work for recent widows with limited assets.
Chris’s snapshots
Meet Chris’s Teammates
Jason O’Meara
Partner
What Chris Says
Jason is completely focused on creating positive client outcomes. Whether it’s sharing his expertise on subject matter or helping solve a difficult issue for a client, Jason is always a good resource.
John Walker
Regional Vice President
What Chris Says
John and I work in tandem with prospective clients. He is able to convey how Mercer Advisors helps clients in a relaxed, inviting way.
Articles by Chris
Should You Max Out Your 401(k)? It Depends.
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Battle of the 401(k)s: Traditional vs. Roth – Which Emerges Victorious
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