Chris Marr

Plus aucun poste en cours

Profil

Mr. Chris Marr is Wealth Manager at Creative Planning, Inc. He is working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs.
His comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, insurance, and charitable planning.
He will use his 15 years of experience in finance to work with you personally to understand your needs and provide you and your family with a customized plan to achieve your goals.
Prior to joining Creative Planning, Mr. Marr worked for Fidelity Investments Private Client Group as Vice President, Senior Account Executive managing a practice of over $600 million for over 400 families.
He achieved numerous milestones during his tenure at Fidelity, including three President's Circle Awards, which are granted to the top 5% of Senior Account Executives in the company, and multiple Achiever Awards.
He was also a four time Chairman's Award winner.
Mr. Marr received his Bachelor of Arts degree in Finance with a minor in Economics from the University of Kentucky.

Anciens postes connus de Chris Marr

Sociétés	Poste	Fin
FMR LLC	Corporate Officer/Principal	-
Creative Planning LLC	Gestionnaire de Portefeuille-Actions	-

Formation de Chris Marr

University of Kentucky

Undergraduate Degree