Chris Marr

Chris Marr

Geen lopende functies

Finance
Consumer Services

Profiel

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.

Eerdere bekende functies van Chris Marr

BedrijvenFunctieEinde
Corporate Officer/Principal -
Portefeuillebeheerder-Aandelen -
Ervaring van Chris Marr in detail bekijken

Opleiding van Chris Marr

University of Kentucky Undergraduate Degree

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Ervaring van Chris Marr in detail bekijken

Verwante bedrijven

Bedrijven in privébezit2

Finance

Finance

  1. Beurs
  2. Insiders
  3. Chris Marr