Christopher Sneed

Christopher Sneed Email and Phone Number

Private Wealth Advisor @ Third View Private Wealth
Westport, CT, US
Christopher Sneed's Location
New York City Metropolitan Area, United States
Christopher Sneed's Contact Details

Christopher Sneed work email

Christopher Sneed personal email

n/a
About Christopher Sneed

Christopher Sneed is a Financial Advisor at Procyon Partners, where he specializes in developing tailored financial strategies for high-net-worth individuals. With a meticulous and comprehensive approach, Christopher ensures that his clients have a clear understanding of how to optimize and leverage their wealth effectively. Christopher actively promotes the team’s institutional capital management capabilities, professional trust and estate planning services, and tax advisory offerings. He is deeply committed to cultivating strong relationships with both current and prospective clients, fostering trust and long-term partnerships.Before joining Procyon, Christopher excelled as an Advisor at Baker Tilly, where he honed his financial acumen. He began his financial services career as a Wealth Advisor at Merrill Lynch. Notably, Christopher's diverse professional background includes over a decade of experience in the medical services field, highlighting his unwavering dedication to assisting others—a passion that fills him with immense pride.Beyond his professional achievements, Christopher finds fulfillment in various pursuits. He maintains a healthy lifestyle through regular workouts, and he embraces the opportunity to explore different corners of the world through travel. Above all, he cherishes quality time spent with his family, recognizing the importance of balance and personal connections in his life.Procyon Partners, LLC ("Procyon Partners") is a registered investment advisor. Procyon Partners provides investment advisory and related services for clients nationally. Procyon Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at [http://www.procyonpartners.net/].

Christopher Sneed's Current Company Details
Third View Private Wealth

Third View Private Wealth

View
Private Wealth Advisor
Westport, CT, US
Website:
thirdviewpw.com
Employees:
8
Christopher Sneed Work Experience Details
  • Third View Private Wealth
    Private Wealth Advisor
    Third View Private Wealth
    Westport, Ct, Us
  • Procyon Partners
    Financial Advisor
    Procyon Partners Jun 2023 - Present
    New York, New York, United States
    Procyon Partners is an independent, employee-owned financial advisory firm founded with a dual focus on: • Assisting individuals, families, and business owners to effectively fulfill their dreams through sensible financial planning, investment, and risk management. • Helping institutions prudently manage the retirement plans, endowments, foundations, and senior living portfolios under their stewardship.As fiduciary investment advisors, we enhance the value we deliver to our clients by leveraging our independence to deliver effective, best-inbreed solutions to help address your financial goals and challenges.Whether we are working with private individuals, institutional trustees or retirement plan participants, our team is devoted to helping clients simplify the financial complexity of their lives.
  • Baker Tilly Us
    Financial Advisor
    Baker Tilly Us Dec 2020 - Jun 2023
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Apr 2020 - Dec 2020

Christopher Sneed Education Details

Frequently Asked Questions about Christopher Sneed

What company does Christopher Sneed work for?

Christopher Sneed works for Third View Private Wealth

What is Christopher Sneed's role at the current company?

Christopher Sneed's current role is Private Wealth Advisor.

What is Christopher Sneed's email address?

Christopher Sneed's email address is ch****@****lly.com

What schools did Christopher Sneed attend?

Christopher Sneed attended Johnson & Wales University.

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