
Crpc Chris Wallace
Guiding my clients towards their retirement goals, while helping them manage their wealth from one generation to the... | Washington Dc, Washington Dc, United States
*50 free lookup(s) per month.
No credit card required.
Crpc Chris Wallace’s Emails ch****@mo****.com
Crpc Chris Wallace’s Phone Numbers No phone number available.
Social Media
Crpc Chris Wallace’s Location Washington Dc, Washington Dc, United States
Crpc Chris Wallace’s Expertise Guiding my clients towards their retirement goals, while helping them manage their wealth from one generation to the next is a privilege that requires a commitment to listening, education, problem solving and taking action strategically. As a Chartered Retirement Planning CounselorSM (CRPC) and Financial Advisor at Morgan Stanley, I bring all of these attributes together to help my clients grow wealth and leave the legacy they desire. My ultimate mission is to make a real difference in their lives through education and the delivery of wealth planning strategies that are uniquely theirs. Throughout my career, I have cultivated a philosophy that focuses on having a carefully constructed plan and following a goals-based process with diligence and precision. My investment recommendations follow suit. I earned my CRPC designation from the College of Financial Planning. This rigorous program provides extensive training in pre- and post-retirement needs, asset management, estate planning strategies and the entire retirement planning process. I have been fortunate to work with numerous clients and will continue to help build the legacy they deserve. https://advisor.morganstanley.com/chris.wallace#banner-contact CA Insurance License #: 0H82190
Crpc Chris Wallace’s Current Industry Morgan Stanley
Crpc
Chris Wallace’s Prior Industry
Painewebber
|
Citi
|
Suntrust
|
Merrill Lynch
|
Morgan Stanley
Not the Crpc Chris Wallace you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience

Morgan Stanley
Senior Vice President / Financial Advisor
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Merrill Lynch
Senior Vice President / Financial Advisor
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Suntrust
Vice President / Private Banker
Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Citi
Financial Advisor
Wed Jan 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)
Painewebber
Financial Advisor
Wed Jan 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time)