Chris Meriwether Email & Phone Number

Meeting you where you are in your financial journeyChris is proud to serve an exceptional group of people. Many are retirees. Some are working professionals and entrepreneurs. All have accumulated significant assets and look to him as a dedicated advisor to help them maintain their current lifestyle, manage a major life transition with confidence, and serve future generations, leaving a lasting legacy.Careful planning can be crucial to nearly any financial goal which is the reason financial planning is the backbone of Chris' relationship with his clients. Whether you want to comfortably retire, save for your children or grandchildren's education, or maximize the legacy you can leave your heirs, Chris can assist you with reviewing your situation and help determine the most appropriate strategies.His process involves a roadmap for success:DiscoveryChris will spend time with you to identify your goals, values, dreams, special concerns and challengesDevelop Investment StrategyHe will work with you to determine risk tolerance, analyze current portfolio, develop asset allocation strategyConduct Investment Strategy MeetingsChris will discuss recommended investment strategy, initiate account opening and transfer of assets, discuss expectations regarding statements/paperwork, servicesDevelop Ongoing Wealth Management PlanChris will oversee your progress on a daily basis and review the performance through ongoing calls and meetings. He may recommend adjustments over time, due to changing market conditions or changes in your circumstances, to help keep you on track towards achieving your goals.Contact me at: 502-562-5096 or chris.meriwether@morganstanley.comNMLS#: 1409791

• Senior Vice President|Financial Advisor|Financial Planning

  Morgan Stanley

  Mar 2007 - Present

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