Christopher Mcbee, Cfp® Email and Phone Number
Christopher Mcbee, Cfp® work email
- Valid
Christopher Mcbee, Cfp® personal email
Christopher Mcbee, Cfp® phone numbers
With over a decade of experience in the finance sector, my journey has led me to Avion Wealth, LLC, where I currently thrive as a Relationship Manager. My expertise in sales and customer service, honed at Yorktown Funds and Invesco US, ensures that I deliver exceptional financial guidance to our clients. The Certified Financial Planner designation I recently acquired stands as a testament to my commitment to providing sound strategic advice. At the core, my mission aligns with Avion's ethos of building lasting relationships and empowering clients through tailored financial solutions. Our team values innovation, integrity, and a client-centered approach, driving growth and fostering trust within our community.
Avion Wealth, Llc
View- Website:
- avionwealth.com
- Employees:
- 16
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Relationship ManagerAvion Wealth, Llc Feb 2023 - Present
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Regional Sales AssociateYorktown Funds Jul 2019 - Jan 2023Houston, Texas Area -
Internal WholesalerInvesco Us Aug 2014 - Jul 2019 -
Financial AdvisorImg Financial Group Jul 2009 - Jul 2014IMG Financial Group, Inc. is a comprehensive and independent financial services firm headquartered in Houston, TX - with additional offices in The Woodlands, TX, 1960/Champions area of Houston, and Lake Charles, LA. IMG was founded in 1981 with the vision to serve the long-term risk and wealth management interests of clients. Thirty years later our vision continues to be realized with a team of over 50 advisors and staff solely focused on providing clients with financial security and lasting value. Securities and Investment Advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. IMG Financial Group, Inc. in independently owned and operated. -
InternHewlett-Packard May 2007 - Aug 2007
Christopher Mcbee, Cfp® Skills
Christopher Mcbee, Cfp® Education Details
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Finance
Frequently Asked Questions about Christopher Mcbee, Cfp®
What company does Christopher Mcbee, Cfp® work for?
Christopher Mcbee, Cfp® works for Avion Wealth, Llc
What is Christopher Mcbee, Cfp®'s role at the current company?
Christopher Mcbee, Cfp®'s current role is Relationship Manager.
What is Christopher Mcbee, Cfp®'s email address?
Christopher Mcbee, Cfp®'s email address is cm****@****nds.com
What is Christopher Mcbee, Cfp®'s direct phone number?
Christopher Mcbee, Cfp®'s direct phone number is +171362*****
What schools did Christopher Mcbee, Cfp® attend?
Christopher Mcbee, Cfp® attended Mays Business School - Texas A&m University, Texas A&m University.
What skills is Christopher Mcbee, Cfp® known for?
Christopher Mcbee, Cfp® has skills like Sales, Customer Service, Finance, Wholesale, Wealth Management, Investment Advisory, Finra, Management, Securities.
Who are Christopher Mcbee, Cfp®'s colleagues?
Christopher Mcbee, Cfp®'s colleagues are Ashley Dominey Stewart, Cfp®, Olivia Schnell, Jacob Hansink, Chelsea Law, Abi Demirovic, Elizabeth Brady, Cfp®, Tara Wazir Farjo.
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