Christopher Woolley

Background

About Christopher Woolley

I has been a Financial Advisor at Merrill Lynch since 2015. I dedicate myself to understand the financial needs of individuals and families. Providing them with personal attention, and customized investment strategies.I am excited to start my journey as a Financial Advisor, and build meaningful relationships along the way. I provide access to the investment insights of Merrill Lynch and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I works with clients to help identify their primary goals and needs—including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services—and then commits to crafting strategies financial designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations. I am a sports enthusiast at heart, and have played college baseball in Division I at the University of San Diego. Feel free to contact me at christopher.woolley@ml.com or 208.338.3198 Asset allocation does not ensure a profit or protect against loss in declining markets. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors