The mission of Sales & Marketing is to provide best in class products, services and support for our advisors to serve their clients. As Director of Sales & Marketing, Chris oversees the firm’s advisory offerings, annuities and insurance, financial and estate planning, IRAs and retirement plans, equity and alternative solutions, and business development and training efforts.
He serves on the firms Executive Committee and is a member of the Brokerage Board of Directors.
Prior to joining Edwards, Chris was Sr. Director of the Advisory Relationship Management team at SS&C Advent. He was also was Chief Operating Officer at Moneta Group – an RIA in St. Louis from 2011 to 2015 and spent 19 years with A.G. Edwards and its successor companies.
Chris earned his MBA from St. Louis University in the School of Commerce and Finance with an emphasis in Finance. He holds a Series 7 license and is a Certified Financial Planner CFP®.