Christopher Bean

Background

About Christopher Bean

Bean & Associates is a tenured Wealth Management Advisory Team at Merrill. Our five-step wealth management process and our truly personalized, concierge-style service is ideally positioned for affluent families, business executives, medical professionals as well as trusts & estates. We are devoted to delivering more than wealth management as we strive to attend to all aspects of clients' lives. Bean & Associates designs customized, dynamic strategies that integrate the various aspects of clients' lives including wealth management, tax minimization strategies, wealth transfer and estate planning services, philanthropic and legacy planning, retirement and education planning, asset and income preservation, and access to banking services through Bank of America, N.A. Bean & Associates is committed to delivering an Exceptional Client Experience. Our team is structured to provide clients with a "Family Office" experience and to deliver "One Call - Does It All" concierge-style service. We are devoted to extending an exceptional standard of care to each and every client relationship. Christopher B. Bean is a Managing Director and Wealth Management Advisor with 25 years of experience at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor℠ designation. Christopher is an honors graduate of Brandeis University and holds a Masters Degree in Business Administration from Boston University's Graduate School of Management. He held elected public office for seventeen years. Christopher and his wife, Pamyla, reside in Duxbury with their four children.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.