A Chapel Hill native and father of four, I love calling the "southern part of heaven" home. I'm passionate about serving clients in an unbiased fashion with the support of my assistant and back office. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies.
Specialties: Working with successful individuals, business owners, and retirees; offering fee-based investing, socially responsible investment portfolios, annuities, retirement plans, 401(k)s and more.
Focus areas
- College Savings
- Entrepreneurs & Business Owners
- Socially Conscious Investing
- Retirement Income Strategies
- Business Retirement Plans
- Employee Stock Options
Focus Areas
- College Savings
- Entrepreneurs & Business Owners
- Socially Conscious Investing
- Retirement Income Strategies
- Business Retirement Plans
- Employee Stock Options
Office Information
Phone Number
Chris Richards at (919) 929-1275Branch Team
- Christie Raleigh
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Christie Raleigh
- Sr. Branch Office Administrator
Branch Team
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