Christopher S. Rowe, Cfp® Email & Phone Number

Highly regarded among both colleagues and clients, Christopher's blend of technical expertise and people skills is unique. He is recognized as the peer selected advisor for sensitive / high priority relationships. Since starting as Junior Bank Associate in 2008, he has received a steady string of promotions to Vice President today. In addition, Christopher has been recognized by both Executive Leadership with the Market All Stars Award and his Colleagues with the Spotlight Award 4 different times. Key Competencies within the Consultative Sales ProcessBusiness Development within the High Net Worth and Ultra High Net Worth space. Past wins include simple to very complex family relationships.Estate Planning - Wills, Advanced Health Care Directives, Power of Attorney, Utilization of both Revocable and Irrevocable Trusts.Wealth Strategy - Retirement Income Planning, Cash Flow Analysis, Monte Carlo Simulations.Investment Management - Asset Allocation, Alternative Investments, Open ArchitectureEconomics - Expert level understanding of how Macro Economic themes affect Portfolio decisions.Banking - Loan and Deposit productsRisk Management - Life & Long Term Care insurance review and strategyFINRA Series 7, 63 and Life, Health & Long Term Care.