Chris Briggs

Chris Briggs Email and Phone Number

Owner at Briggs Financial Services, LLC @
Chris Briggs's Location
Atlanta, Georgia, United States, United States
Chris Briggs's Contact Details

Chris Briggs personal email

Chris Briggs phone numbers

About Chris Briggs

Over 30 years of sales and relationship management working as an investment advisor providingfinancial and retirement planning while exercising the highest fiduciary duty standards inrecommending optimal and suitable asset allocations. Proven track record in marketing complexproducts to both businesses and individuals. Demonstrated talent of relating quickly and easily withcustomers to build strong long-term relationships. My experience includes heading the sales efforts for an Atlanta area TAMP where I was a Portfolio Manager and chaired the firm’s investment committee. I oversaw business development and financial planning for an Atlanta based RIA as well as 20 years’ experience managing accounts directly for wealthy individuals. My skills include:- New product/ portfolio development- Designing and conducting seminars for advisors and the public- Writing a bi-weekly whitepaper for public distribution- Recruiting and staff development- Organizing and hosting networking functions- Sales and business development

Chris Briggs's Current Company Details
Briggs Financial Services, LLC

Briggs Financial Services, Llc

Owner at Briggs Financial Services, LLC
Chris Briggs Work Experience Details
  • Briggs Financial Services, Llc
    Owner
    Briggs Financial Services, Llc Jul 2020 - Present
    Consult with Registered Investment Advisors on the development of risk based model portfolios for use in their practice. Help establish quality control for consistent client experience.
  • Core Financial Group, Llc
    Director Of Investments
    Core Financial Group, Llc Dec 2019 - Jul 2020
    Auburn Hills, Mi, Us
    Directed investment strategy for Core Financial Group, a Division of Ohio National Financial Services. Planned the opening of Atlanta office. Developed risk-based model investment portfolios creating consistent investment strategy and experience for all clients. Designed marketing material to support model portfolio program. Developed a series of “White Papers” discussing financial and investment planning strategies.
    View
  • Lindner Capital Advisors, Inc.
    National Sales Manager
    Lindner Capital Advisors, Inc. Jul 2016 - Dec 2019
    Marietta, Ga, Us
    View
  • Lindner Capital Advisors, Inc.
    V.P. Portfolio Management
    Lindner Capital Advisors, Inc. Jul 2016 - Jul 2016
    Marietta, Ga, Us
    View
  • Iron Capital Advisors
    Director, Cfp
    Iron Capital Advisors Jun 2011 - Dec 2015
    Atlanta, Ga, Us
    Responsible for Business Development and Client Relationships
    View
  • Ubs Wealth Management
    Vice President - Investments
    Ubs Wealth Management Jan 1999 - Jun 2009
    Zurich, Ch
    Strategic Planning for Small Business Owners, Business Retirement Plans, Individual Retirement Planning, Accumulation and Distribution Strategies, Wealth Preservation and Estate Tax Planning
    View
  • Smith Barney
    Vice President - Investments
    Smith Barney Aug 1989 - Jan 1999
    New York, Ny, Us
    Worked as a consultant in the Corporate Services Group, advised executives on stock option plans, worked with business owners to design and implement corporate retirement plans, advised individlals on wealth accumulation and distribution, individual retirement planning
    View

Chris Briggs Skills

Wealth Management Capital Retirement Planning Financial Planning Estate Planning Wealth Accumulation Small Business Investors Hedge Funds Asset Management Portfolio Management Investments Loans Securities Equities Trading Mutual Funds Asset Retirement Insurance Fixed Income Series 7 Derivatives Wealth Funding Financial Advisory Options Investment Advisory Retirement Income Strategies Finra Fx Bonds Financial Markets Pensions

Chris Briggs Education Details

  • Oglethorpe University
    Oglethorpe University
    Financial Planning
  • Finra
    Finra
  • Georgia Department Of Insurance
    Georgia Department Of Insurance
    Life And Health
  • Auburn University
    Auburn University
    Business
  • Crestwood
    Crestwood
  • Crestwood
    Crestwood

Frequently Asked Questions about Chris Briggs

What company does Chris Briggs work for?

Chris Briggs works for Briggs Financial Services, Llc

What is Chris Briggs's role at the current company?

Chris Briggs's current role is Owner at Briggs Financial Services, LLC.

What is Chris Briggs's email address?

Chris Briggs's email address is ch****@****ail.com

What is Chris Briggs's direct phone number?

Chris Briggs's direct phone number is +140445*****

What schools did Chris Briggs attend?

Chris Briggs attended Oglethorpe University, Finra, Georgia Department Of Insurance, Auburn University, Crestwood, Crestwood.

What skills is Chris Briggs known for?

Chris Briggs has skills like Wealth Management, Capital, Retirement Planning, Financial Planning, Estate Planning, Wealth Accumulation, Small Business, Investors, Hedge Funds, Asset Management, Portfolio Management, Investments.

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