Christopher McCauley

Background

About Christopher McCauley

I am a Senior Vice President, Wealth Management Advisor and hold the CRPC™, Chartered Retirement Planning Counselor™ designation. I began my career as a Financial Advisor in 2001. I joined Merrill Lynch Wealth Management in 2003. I am a graduate of the University of Massachusetts with a B.A. in Economics. I am dedicated to helping people achieve their financial goals. I believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we will place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you. My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning. My mission is to understand you and your priorities. To take the time to ask hard, smart questions and to listen carefully, then to understand exactly where your wealth stands today and where you'd like it to be tomorrow. I will help you design, implement and review a customized wealth management strategy that helps you and your family pursue your financial goals without unnecessary investment risk. We believe it is important that you take positive steps towards your financial future, and that means getting more than just investment advice. We take the time to get to understand who you are, what you hope to achieve and what keeps you up at night. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial strategies using wealth to turn goals into reality.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.