Christopher Neeb
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.
About
Christopher Neeb is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is part of a team dedicated to building strong client relationships based on trust and personalized service. His role involves managing wealth with a comprehensive understanding of clients' financial situations to develop strategies that adapt to changing market conditions.
He specializes in areas including college education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. Christopher holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).
Christopher earned a Bachelor's Degree from the University of Denver. He participates in community activities through volunteering and enjoys personal interests such as fishing, golfing, skiing, and spending time with his family.
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
Wealth management
College savings (529s, UTMA, etc.)
General retirement planning
Retirement income strategy
Income planning
Work history
Bank of America, NA
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1999 - Present (27 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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Elijah S
Series 66
Meredith, NH
Edward Jones
Cari L
Series 63, Series 66
Meredith, NH
Edward Jones
Jason P
Series 66
Laconia, NH
Edward Jones
Devon S
CFP®, ChFC®, Series 66
Meredith, NH
Edward Jones
Kelly L
CFP®, Series 65
Holderness, NH
Willow Planning Group, LLC
Rachel D
Series 65
Laconia, NH
The Foundry Financial Group, Inc.
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