Christopher White
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
North Augusta, SC 29841
Credentials
Series 63, Series 66
Industry experience
5 years
About
Christopher White is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill Lynch in 2008, where he is a partner in RGRWT & Associates. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning.
Christopher specializes in working with high-net-worth individuals and their families to build, preserve, and manage wealth across generations. His expertise includes areas such as divorce transition planning, family wealth management strategies, legacy planning, retirement income, and portfolio management services. He and his team focus on providing personalized, integrated strategies aligned with clients' values and objectives.
He earned a bachelor's degree from SUNY College at Brockport. Christopher has been involved in his community through leadership roles on boards for organizations including the YMCA, United Memorial Medical Center, Leadership Genesee, and United Way. He lives in Batavia, New York, with his wife and has two grown daughters.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Retirement income strategy
Wealth management
Family Business
General estate planning guidance
Work history
Bank of America, N.A
2026 - Present (1 year)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2025 - Present (1 year)
Adp
2023 - 2025 (2 years)
Highland Capital Brokerage
2022 - 2023 (1 year)
Papa John's
2022 - 2023 (1 year)
Jackson National Life Distributors
2021 - 2022 (1 year)
Homepoint Financial
2021 - 2021 (1 year)
Elevated Citizen
2018 - 2021 (3 years)
First Tennessee Bank
2018 - 2019 (1 year)
First Horizon
2018 - 2019 (1 year)
Urto Band LLC
2018 - 2019 (1 year)
Junior Achievement
2018 - 2018 (1 year)
Unemployed
2017 - 2018 (1 year)
Elevated Citizen
2017 - 2018 (1 year)
Jackson National Life Distributors Llc
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Michael D
Series 63, Series 66
Evans, GA
Edward Jones
James B
Series 63, Series 65
Augusta, GA
Merrill
James Bradford is a Senior Financial Advisor specializing in personalized wealth management strategies at Merrill Lynch Wealth Management. He focuses on creating flexible financial plans tailored to clients' unique goals and changing market conditions, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. James holds a Bachelor's Degree from Augusta College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. His approach centers on working one-on-one with clients to develop financial strategies designed to help pursue their long-term goals.
Ryan S
Series 66
North Augusta, SC
Edward Jones
James L
Series 66
Evans, GA
Edward Jones
Crystal W
Series 66
North Augusta, SC
Edward Jones
Briton W
Series 63, Series 66
North Augusta, SC
Edward Jones
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