RICP®, AIF®
Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Estate Planning, Risk Management Strategies, College Funding Strategies, Business Owners
English
Chris believes that achieving financial success does not always simplify life. In fact, affluence may increase the complexity of the decision-making process. The greater one’s wealth, the more time and knowledge must be invested in maintaining its growth, protection and ultimate distribution.
Chris has found that we are often exposed to generalized advice, which isn’t always appropriate for the individual. He believes the ideal solution is a wealth management firm that can help define and achieve each client’s unique, long-term goals through a comprehensive, holistic program of investments, tax planning strategies, asset allocation, risk management, insurance, retirement planning and estate planning.
Chris and his team help provide that solution in an independent, objective and integrated fashion. A single-source wealth management firm for successful executives, affluent individuals, and business owners, Chris provides insight and strategic solutions to help his clients achieve their financial goals. For corporate clients, Chris and the team advise them on benefit programs and qualified plans for their employees, including customized carve out programs for senior executives.
Chris graduated from the University of Delaware with a Bachelor of Arts in Mathematics in 2006. While attending the University, he played varsity basketball for the Fighting Blue Hens. After graduating, Chris embarked on his financial services career at MassMutual Greater Philadelphia, where he quickly rose through the ranks, taking on leadership roles focused on recruiting, training, and mentoring new associates. His dedication and leadership were recognized in 2008 when he was promoted to Managing Associate. By 2011, Chris earned the title of Vice President, and in 2016, his journey continued with his promotion to Senior Managing Director. In 2025, driven by a passion for providing personalized financial guidance, Chris founded Merrick Wealth, where he now dedicates himself fully to helping clients nationwide achieve their financial goals.
Chris’s leadership extends outside the office as well. He has been recognized as a Five Star Wealth Manager in Delaware for the following years: 2014-2016, 2018-2019, 2021-2024, a 40 Under 40 by the Delaware Business Times in 2021, and named an Outstanding Alumni by the University of Delaware in 2020.
Chris and his wife, Kristen, have three children, Stella, Luca and Elise.
CRN202803-8329572
Check the background of this investment professional on FINRA's BrokerCheck
University of Delaware (2002-2006)