Investment Advisor Representative
Chris has twenty years’ experience in financial services and holds FINRA Series 7, 24, 55, 63, and 65 licenses, as well as life insurance and annuity licenses in Tennessee and numerous other states. Early in his career, Chris worked as an institutional equity trader in Atlanta and as a Global Securities Specialist with Deutsche Bank in Nashville. After moving to UBS Financial Services, Inc., he worked as a relationship manager and equity specialist in the Global Wealth Management division. Since 2009, he has served as an Investment Advisor Representative with Visionary Horizons where his roles include investment and asset management as well as retirement and estate planning.
Originally from Harriman, TN, Chris graduated from The University of Tennessee, Knoxville, with a Bachelor of Arts degree, and he later earned an Executive MBA from the International University of Monaco. A lifelong learner, Chris is currently pursuing his doctorate degree from Lincoln Memorial University with a concentration in development economics. When he is not working, Chris enjoys cycling, collector cars, and international travel.