Christiane Copeland is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1996 and is a qualified Portfolio Manager, offering clients guidance through personalized and defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. She is certified as a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. Chris focuses on a holistic approach to wealth management that considers various life factors influencing financial success. Her expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, retirement income, and managing portfolios. She collaborates with clients extensively to develop and implement tailored wealth management strategies and works alongside clients' legal and accounting professionals. Her approach includes ongoing account reviews to ensure alignment with clients' evolving goals. Chris earned a Bachelor's degree in Business Administration from the University of Arizona following two years of basketball at Cochise College. She lives in Bellaire with her husband, Jim, and they have two children and three grandchildren. Her personal interests include hiking, jogging, cycling, and attending Houston Texans football games. She has been named to Forbes' "Best-in-State Wealth Advisors" list annually from 2019 through 2026.