Chris Roberts, CFEI

Financial Advisor,
Advice & Wellness

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

Chris Roberts is a wealth management financial advisor based in Clarkston, MI.

Chris joined CAPTRUST in 2013 as an advice and wellness financial advisor within the firms Institutional Services Group. He specializes in working with retirement plan participants and provides wealth management advice for plan sponsors.

Prior to joining the firm, Chris served as an advisor at both Merrill Lynch and Edward Jones, where he created a financial services book of business through investments and insurance.

When he’s not helping clients achieve their retirement goals, Chris enjoys golfing, traveling, attending live sporting events, and spending time with family. He holds a Bachelor of Business Administration degree in finance from Davenport University.

Education

  • Bachelor of Business Administration degree in finance from Davenport University

Industry Designations

  • Certified Financial Education Instructor

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.