Christopher Holley Email & Phone Number

As a Financial Planner, Chris's ultimate goal is to ensure his clients have the knowledge and confidence they need to make informed financial decisions. With a personalized approach, Chris gets to know his clients’ challenges, opportunities, goals, and preferences.He collaborates with his team to develop customized solutions to help his clients overcome any obstacles and achieve their goals. Chris takes pride in being a lifetime resource for his clients, helping them obtain a financially secure future.With close to 20 years of experience working in the financial services industry, Chris holds his Series 6, 7, 63, and 65 securities licenses. He is licensed to sell Life and Health insurance products.Chris currently sits on the Board of Directors of Connecticut Children's Hospital and serves on their investment committee.From 2007 till 2018, he was a qualifier for MetLife’s Leaders Conference. This is awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs and he continues to achieve conference status at MassMutual.Chris earned a bachelor’s degree from the University of Hartford and currently resides in Easton, CT with his wife Adrienne, his daughter Brynn, and son Rhys. In his spare time, Chris enjoys staying active by playing sports, running, and participating in community events.For more information, please visit our website at https://www.goldmanwealthadvisoryteam.comDomiciled in CT; CA Insurance Lic # 0H63907I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information.I am licensed to sell insurance and securities in CT. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484 (203) 513-6000.

Listed skills include Investments, Retirement Planning, Risk Management, Tax Reduction Strategies, and 6 others.

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  Financial Planner, Financial Services Executive, Investment Advisor Representative

  Barnum Financial Group

  Jul 2016 - Present - Shelton, Ct

  Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.

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  University Of Hartford

  Insurance And Finance/Economics