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Wealth Management AdvisorFirst Vice President-Wealth Management2600 W BIG BEAVER RDTROY,
BD Registered Client Associate
I joined Merrill Lynch in 2002 and my business is focused on serving the complex wealth management needs of individuals, families, professionals and corporations. I hold a Bachelor of Arts degree in Economics and Management from Albion College in Albion, Michigan, as well as the Series 7, 63, and 65 FINRA registrations and Michigan Life and Health Licenses. In addition, I hold the professional designation of CERTIFIED FINANCIAL PLANNER™ (CFP®), a certification awarded by the Certified Financial Planner Board of Standards, Inc.My average individual client relationship has more than $1.5 million invested and I am accepting new clients with a minimum of $250,000 in combined personal or business-related investable assets.My approach is to work closely with clients through the Wealth Management Process. I provide services in the many key areas essential to the successful management of significant wealth including wealth management, private money management, retirement planning, insurance planning, and estate planning services.Delivering industry -leading financial advice and guidance is crucial to your success as a clientPlease call or email me if you would like to set up a consultation.
The Wealth Management Process includes:Establish ObjectivesI begin by working with my clients to define their personal goals, risk tolerances, priorities, financial situations, objectives and time horizons. This step helps me build the foundation from which to work with them. It is essential that this step is revisited periodically to ensure that clients are aware of all the changes taking place and recommend strategies accordingly.Setting a StrategyOnce I have a good sense of what my clients are hoping to achieve and understand their risk tolerances and time horizons, I can proceed to work with them to develop a wealth management strategy, including an asset allocation strategy that helps to maximize their chances of achieving their objectives. Developing and sticking to an asset allocation strategy can help lower the effects of market volatility by spreading the risk.Implementing AdviceOnce we have agreed upon strategies to achieve these goals, I propose and implement investment and related strategies consistent with specific needs and strategic asset allocations.Review ProgressIt's vital to monitor the progress of the investments, measure the results against the clients' objectives and work with them on an ongoing basis to make adjustments to address changes in market conditions and personal priorities.*Asset allocation does not ensure a profit or protect against loss in a declining market.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Christopher Malley is registered to do business in : CA, CO, FL, IL, MI, TX, WI
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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