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Vice President / Investments
Wheeling, WV
304-233-5550
Email
As a Financial Consultant, Chris
offers his clients a full range of investment products and services including
stocks and bonds, mutual funds, IRAs, annuities, CDs, portfolio management,
financial planning, retirement planning, estate planning, and more to
both individuals as well as businesses. In addition, Chris serves
as a Vice President / Investments for Parker/Hunter, a division of Janney Montgomery Scott LLC.
Chris has twenty years experience in the investment industry and earned
his CERTIFIED FINANCIAL PLANNER
TM designation in 1990. Most recently he completed the Securities
Industry Institute course at the Wharton School. Chris's client
philosophy is centered on keeping everyone that is involved in a client's
financial plan focused on obtaining the goals contained in the plan.
Office:
Wheeling, WV
Financial Services:
Stocks, bonds, money management, mutual funds, CDs, IRAs, financial planning,
retirement planning, estate planning.
Personal:
Outside of the office, Chris is a member and past-President of the Wheeling
Civitan Club, a member and past-Chairperson of the Tri-State Tax Institute,
member and past-President of the Serra Club, member of St. Michael’s
Church and member of Wheeling Oglebay Tennis Club.
Previously, Chris has been associated with the Florence Crittenton Home
serving as President, Visiting Nurse Association serving as President,
and the United Way. He is a lifelong Ohio Valley resident along with his
wife, Jayne and daughters Emily and Ellen.
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Chris
Freeman, CFP®