Advisor at Merrill
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Christopher Holloway is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), supporting his role in assisting clients with comprehensive wealth planning and investment management.
With experience as a Senior Vice President and Portfolio Advisor, Christopher focuses on creating personalized financial plans that address clients’ unique goals, including retirement planning, education funding, and long-term family objectives. He emphasizes simplicity and transparency to help clients navigate the complexities of wealth management.
Christopher earned a Bachelor's Degree from Salve Regina University. He is actively involved in his community, serving on advisory boards such as Catholic Charities of SE Connecticut, Junior Achievement of Connecticut, and various local baseball organizations. Additionally, he volunteers as a baseball and soccer coach and supports fundraising and educational initiatives through multiple local organizations.
Bank Of America,Na
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1993 - Present (33 years)
CFP®
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You've built an impressive tech career, accumulating equity and navigating complex compensation. Feeling excited but overwhelmed by your financial potential? You need more than an advisor - a strategic partner who truly understands tech professionals. We don't just manage wealth—we design your ideal professional life. Our approach goes beyond spreadsheets, providing clarity to make bold career decisions, optimize your equity, and create a financial plan aligned with your deepest goals. Our credentials - CFA, CFP®, Enrolled Agent - provide us the technical skills to then translate complex financial strategies into clear, actionable guidance specifically tailored to tech executives. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward.
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