I believe managing client assets is a long-term proposition built on trust and transparency. My goal is to positively impact you and your family by providing customized wealth solutions that incorporate premier investment management services, industry-leading products, and comprehensive financial planning.Vice President, Wealth Management at Raymond James, specializing in discretionary, fee-based advisory services tailored toward high net-worth individuals and affluent investors. CERTIFIED FINANCIAL PLANNER™ professional since 2017. CFP® practitioners have a Fiduciary Duty at all times when providing financial advice to clients, per CFP® Board’s Standards of Conduct. BBA Graduate of the Frank G. Zarb School of Business at Hofstra University with a focus in Finance and Marketing. Citigroup Corporate and Investment Banking Intern serving on the Derivative Cross Product Margin and Dividend / Cash Management desks. Sales / Relationship Manager at Wells Fargo. Full scholarship athlete and 3-year starter for the Hofstra Pride Football Team. Earned Academic All-Conference accolades each semester. NFL Rookie Free Agent in 2008.www.raymondjames.com/chrishanly
Listed skills include Capital Markets, Investment Advisory, Asset Management, Investment Banking, and 24 others.