Chris Labelle

Background

About Chris Labelle

Chris is a Financial Advisor, Family Wealth Advisor, and Financial Planning Specialist for The Saddleback Group at Morgan Stanley, which provides financial planning & wealth management services to a select group of successful business owners, professionals, retirees, and families. Our mission is to help clients build upon, preserve, and work towards generating income from their wealth while guiding them through life’s many 'moments of truth’. Chris joined Morgan Stanley in 2014 and has 18 years experience in the financial services & risk management industries. Chris is a CERTIFIED FINANCIAL PLANNER® professional and focuses on the areas of investment planning, insurance planning needs & risk management, employee benefits planning, income planning strategies, retirement planning, and estate planning strategies. Chris was formerly a CERTIFIED EXIT PLANNING ADVISOR™ where he worked with business owners, and their fellow trusted team of advisors, to educate and guide them through the process of getting both business owner, personally, and the business itself ready to sell. This is a process that first helps business owners identify their business’s existing valuation & state of readiness and then develops a plan to help grow the business’s value while aligning the business owner’s personal, financial, and business goals. In addition to helping to establish & execute an exit plan for business owners, we also have a vast suite of tools & resources available to assist in growth and enhancing readiness including: • Comprehensive Workplace Financial Solutions through Morgan Stanley @ Work • Capital Financing, liquidity planning strategies, and business structuring • Educating Business Owners On a Variety of Exit Strategies whether selling or transitioning a business • Pre-Liquidity Planning for Business Owners & “Wealth Gap” Analysis Chris is also an accredited Family Wealth Advisor and has demonstrated the ability to work closely with families to understand their unique dynamics, values and priorities so that he can seek to deliver advice and solutions that take into account the family’s comprehensive financial picture and circumstances. Chris earned a BA in Finance from Indiana University-Bloomington and holds his Series 7 & 66 securities licenses, State of California Life & Health insurance license # 0J14073, and NMLS license #: 1393612