Christopher K. Griffith, Cfp®, Cpwa® Email and Phone Number
Christopher K. Griffith, Cfp®, Cpwa® work email
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Christopher K. Griffith, Cfp®, Cpwa® personal email
Christopher K. Griffith, Cfp®, Cpwa® phone numbers
Chris co-founded Stablepoint Partners to put his client’s best interests first. His vision was to purposely grow the firm in a way that provides exceptional service to every client, keeping focus on building lasting relationships, offering trusted advice and delivering personalized guidance. Prior to starting Stablepoint Partners, Chris was a Managing Director at Morgan Stanley, the highest title attributed to Financial Advisors, where he and his partner, Henry Wheelwright led one of the top performing teams at the firm. Prior to Morgan Stanley, Chris and The Griffith Wheelwright Group team spent eight years at UBS Financial Services where they were recognized as rising stars in their field. Since their original launch in 2001, Chris and his team’s focus was, and remains to be, to work alongside clients to understand their life goals and develop a personalized wealth strategy to get them there. Chris and Henry have grown their practice one conversation at a time, for over 20 years through three bear markets, the Great Recession, Covid, and a devastating financial crisis.The combination of his experience and knowledge of the financial world, and an innate passion to help others made a career in wealth management a natural fit for Chris. In 2018, Chris was named as one of the “Top 40 Under 40” in the Financial Advice industry by Investment News, and a “Best in State Wealth Advisor” by Forbes every year since 2019. Chris attributes his accomplishments to the personal and professional bonds he’s established with clients over the years.Outside of his work with clients, Chris most enjoys spending time with his family. He and his wife, Erin live in Norwell, Massachusetts with their two children, C.J. and Wesley. You’ll often find Chris on the sidelines coaching youth basketball or on the golf course, caddying for his sons. Chris and his family are actively involved in several charitable organizations, making giving back to those in need a priority together. **Registered States** CA,CO,DC,FL,IL,MA,MD,ME,NH,NJ,NM,NY,PA,RI,SC,TN,VA,VT
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Managing Partner And Co-FounderStablepoint Partners Nov 2023 - PresentBraintree, Massachusetts, United StatesAn independent advisory firm committed to helping clients achieve financial stability and confidence at every stage of life. -
Managing Director, Senior Portfolio Management DirectorMorgan Stanley Sep 2015 - Nov 2023Norwell, Ma©2022 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance.For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://fa.morganstanley.com/griffithwheelwrightgroup/index.htm . The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html." -
Senior Vice President - Wealth Management / Senior Portfolio ManagerUbs Sep 2007 - Sep 2015 -
Financial ConsultantA.G. Edwards & Sons, Inc. Jun 2001 - Sep 2007
Christopher K. Griffith, Cfp®, Cpwa® Skills
Christopher K. Griffith, Cfp®, Cpwa® Education Details
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The University Of Chicago - Booth School Of Business - In Collaboration With ImcaCertified Private Wealth Advisor® - Cpwa® -
Certified Financial Planner Board Of StandardsCertified Financial Planner™ - Cfp® -
Clark UniversityEconomics & Finance
Frequently Asked Questions about Christopher K. Griffith, Cfp®, Cpwa®
What company does Christopher K. Griffith, Cfp®, Cpwa® work for?
Christopher K. Griffith, Cfp®, Cpwa® works for Stablepoint Partners
What is Christopher K. Griffith, Cfp®, Cpwa®'s role at the current company?
Christopher K. Griffith, Cfp®, Cpwa®'s current role is Managing Partner and Co-Founder of Stablepoint Partners.
What is Christopher K. Griffith, Cfp®, Cpwa®'s email address?
Christopher K. Griffith, Cfp®, Cpwa®'s email address is ch****@****ubs.com
What is Christopher K. Griffith, Cfp®, Cpwa®'s direct phone number?
Christopher K. Griffith, Cfp®, Cpwa®'s direct phone number is +178198*****
What schools did Christopher K. Griffith, Cfp®, Cpwa® attend?
Christopher K. Griffith, Cfp®, Cpwa® attended The University Of Chicago - Booth School Of Business - In Collaboration With Imca, Certified Financial Planner Board Of Standards, Clark University.
What skills is Christopher K. Griffith, Cfp®, Cpwa® known for?
Christopher K. Griffith, Cfp®, Cpwa® has skills like Estate Planning, Charitable Giving, Investments, Financiall Planning, Planning, Investment Advisory, High Net Worth Planning, Certification, Wealth Transfer, Retirement Planning, Wealth Management, Investment Management.
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