Chris Prater

Background

About Chris Prater

I enjoy helping clients discover and reach their financial goals.” Chris is passionate about building lasting relationships with his clients and helping them achieve their financial goals. Growing up, his parents were financially knowledgeable but didn't have a dedicated advisor to give them guidance needed to help pursue their potential. Chris wants to be this person for his clients. Chris encourages clients to involve him and his team in the various aspect of their financial lives - asset, liability and cash management. By involving the Polaris Legacy Group at Morgan Stanley in their financial decision, big or small, Chris and the team can incrementally deepen their relationships while helping their clients meet their goals. In 2019, Chris earned the Financial Planning Specialist and Insurance Planning Director designations. He graduated the Financial Advisor Associate Program in 2022 as a Pacesetter (2019-2021), which acknowledges those who demonstrate high professional standards and world class client service early in their career. Chris also holds the General Securities Representative license (Series 7), the Uniform Combined State Law examination (Series 66), and Life, Variable, and Health Insurance License. Chris graduated from King’s College, Summa Cum Laude with a Bachelor’s Degree in Business Administration with a major in Finance and a minor in Economics. While at King’s College, he was recognized by several prestigious organizations for his academic success. Chris was a member of the International Honor Society Beta Gamma Sigma, which is the highest recognition a business student could receive accredited by the Association to Advance Collegiate Schools of Business. He was inducted into the Financial Management Association National Honor Society, Aquinas Society, and the Omicron Delta Epsilon (the International Honor Society for Economics). Chris lives with his fiancé, Amanda; as well as their dogs, Winnie and Enzo; cats, Church and Polly. Outside of work, Chris enjoys running and hopes to do it competitively again this year after undergoing foot surgery in 2021. He has completed multiple half marathons and a full marathon. Above all, Chris enjoys spending time with his family and friends. https://advisor.morganstanley.com/the-polaris-legacy-group