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Christopher Sutherland, Cfp®, Cws® Email & Phone Number

Senior Vice President at Appleton Partners, Inc.
Location: Greater Boston, United States 8 work roles 3 schools
1 work email found @appletonpartners.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@appletonpartners.com
LinkedIn Profile matched
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Current company
Appleton Partners, Inc.
Role
Senior Vice President
Location
Greater Boston, United States
Company size
52 employees

Who is Christopher Sutherland, Cfp®, Cws®? Overview

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Quick answer

Christopher Sutherland, Cfp®, Cws® is listed as Senior Vice President at Appleton Partners, Inc., a with 52 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at appletonpartners.com and a matched LinkedIn profile for Christopher Sutherland, Cfp®, Cws®.

Christopher Sutherland, Cfp®, Cws® previously worked as Senior Vice President, Director of Business Development at Appleton Partners, Inc. and Vice President, Director of Business Development at Appleton Partners, Inc.. Christopher Sutherland, Cfp®, Cws® holds Bachelor Of Science (Bs), Corporate Finance & Accounting from Bentley University.

Company email context

Email format at Appleton Partners, Inc.

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*@appletonpartners.com
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AeroLeads found 1 current-domain work email signal for Christopher Sutherland, Cfp®, Cws®. Compare company email patterns before reaching out.

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Profile bio

About Christopher Sutherland, Cfp®, Cws®

Multi-Generational Family PlanningUltra High Net Worth planning strategiesAdvanced Estate Planning StrategiesTax-efficient income planning in retirement

Listed skills include Insurance, Financial Planning, Wealth Management, Investments, and 9 others.

Current workplace

Christopher Sutherland, Cfp®, Cws®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Appleton Partners, Inc.
Appleton Partners, Inc.
Senior Vice President
boston, massachusetts, united states
Website
appletonpartners.com
Employees
52
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Company profile
View company profile Email format
8 roles

Christopher Sutherland, Cfp®, Cws® work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Director Of Business Development

Appleton Partners, Inc.

Boston, Massachusetts, United States

Apr 2023 - May 2024

Vice President, Director Of Business Development

Appleton Partners, Inc.

Boston, Massachusetts, United States

Oct 2022 - Mar 2023

Vice President, Financial Planner & Portfolio Manager

Appleton Partners, Inc.

Boston, Massachusetts, United States

Apr 2020 - Oct 2022

Wealth Management Advisor

Tiaa

Boston, Ma

Feb 2012 - Sep 2018

Internal Wholesaler

Sun Life Financial

Boston, Ma

Internal Wholesaler - Life InsuranceEstablish and maintain relationships with producers and GA's with the purpose of fostering recurring businessWork closely with and report to three external wholesalers to help manage business in three territories over 12 statesProvide clients with timely service and assistance based on their individual needsIntroduce and teach turn-key sales strategies aimed at highlighting our products' strengths to help producers select the right fit for their clients.

Feb 2010 - Feb 2012

Financial Advisor

Ameriprise Financial Services, Inc.

Charlestown, Ma

Discuss, in depth, how a client's financial situation differs from their ideal financial situation.Analyze a client's financial situation and determine best options to assist clients reach their ultimate goals.Educate clients around viable solutions, helping them to make an informed decision for themselves.Ensure that all business conducted is in accordance with industry compliance regulations. Carry out a detailed service model that allows for ongoing service to clients' financial plans and situations. Accomplishments:25 new clients acquired in rookie year100% client retention 2007 - 2010

Jun 2007 - Feb 2010
Team & coworkers

Colleagues at Appleton Partners, Inc.

Other employees you can reach at appletonpartners.com. View company contacts for 52 employees →

MM Megan Mckenna Megan Mckenna Colleague at Appleton Partners, Inc.Boston, Massachusetts, United States View → KN Kerry Needham Kerry Needham Colleague at Appleton Partners, Inc.Greater Boston, United States View → JK Janet Kelliher Janet Kelliher Colleague at Appleton Partners, Inc.Greater Boston, United States View → CS Caroline Schmidt, Cfa Caroline Schmidt, Cfa Colleague at Appleton Partners, Inc.Greater Boston, United States View → IW Ian Walsh Ian Walsh Colleague at Appleton Partners, Inc.Greater Boston, United States View → JB James Bosland James Bosland Colleague at Appleton Partners, Inc.Boston, Massachusetts, United States View → DB Daniel Buckley, Cfa Daniel Buckley, Cfa Colleague at Appleton Partners, Inc.Boston, Massachusetts, United States View → AC Anson Clough Anson Clough Colleague at Appleton Partners, Inc.Boston, Massachusetts, United States View → JQ James Quealy, Cfa James Quealy, Cfa Colleague at Appleton Partners, Inc.Greater Boston, United States View → RT Ryan Tracy Ryan Tracy Colleague at Appleton Partners, Inc.Boston, Massachusetts, United States View →
3 education records

Christopher Sutherland, Cfp®, Cws® education

High School Diploma

Burlington High School
FAQ

Frequently asked questions about Christopher Sutherland, Cfp®, Cws®

Quick answers generated from the profile data available on this page.

What company does Christopher Sutherland, Cfp®, Cws® work for?

Christopher Sutherland, Cfp®, Cws® works for Appleton Partners, Inc..

What is Christopher Sutherland, Cfp®, Cws®'s role at Appleton Partners, Inc.?

Christopher Sutherland, Cfp®, Cws® is listed as Senior Vice President at Appleton Partners, Inc..

What is Christopher Sutherland, Cfp®, Cws®'s email address?

AeroLeads has found 1 work email signal at @appletonpartners.com for Christopher Sutherland, Cfp®, Cws® at Appleton Partners, Inc..

Where is Christopher Sutherland, Cfp®, Cws® based?

Christopher Sutherland, Cfp®, Cws® is based in Greater Boston, United States while working with Appleton Partners, Inc..

What companies has Christopher Sutherland, Cfp®, Cws® worked for?

Christopher Sutherland, Cfp®, Cws® has worked for Appleton Partners, Inc., Tiaa, Sun Life Financial, and Ameriprise Financial Services, Inc..

Who are Christopher Sutherland, Cfp®, Cws®'s colleagues at Appleton Partners, Inc.?

Christopher Sutherland, Cfp®, Cws®'s colleagues at Appleton Partners, Inc. include Megan Mckenna, Kerry Needham, Janet Kelliher, Caroline Schmidt, Cfa, and Ian Walsh.

How can I contact Christopher Sutherland, Cfp®, Cws®?

You can use AeroLeads to view verified contact signals for Christopher Sutherland, Cfp®, Cws® at Appleton Partners, Inc., including work email, phone, and LinkedIn data when available.

What schools did Christopher Sutherland, Cfp®, Cws® attend?

Christopher Sutherland, Cfp®, Cws® holds Bachelor Of Science (Bs), Corporate Finance & Accounting from Bentley University.

What skills is Christopher Sutherland, Cfp®, Cws® known for?

Christopher Sutherland, Cfp®, Cws® is listed with skills including Insurance, Financial Planning, Wealth Management, Investments, Saving For Education, Estate Planning, Retirement Planning, and Financial Advisory.

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