Weston, VT Office

Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

1

Of 25,448 advisors across 3,094 offices

Location

Weston VT

Advisors at this office

1

Advisors at this office

Christopher S

Series 63, Series 65

Weston, VT

Merrill

Christopher Smiles is a Senior Financial Advisor and the founder of The Smiles Group, a family office-style investment team within Merrill Lynch Wealth Management. Since joining the firm in 1984, he has worked extensively with entrepreneurs, executives, and high-net-worth families nationwide. He leads a team dedicated to high-touch, relationship-driven service and works closely with each client’s legal and tax advisors to deliver fully integrated financial strategies. His role includes overseeing client relationships and developing investment allocation models for both individual and corporate clients. Christopher holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) designations and earned a B.A. in Economics from Bates College. His areas of expertise encompass corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plan services, managing new wealth, personal retirement planning, philanthropic planning, and tax minimization. Residing in Weston, Vermont, Christopher lives with his wife Missy and their three dogs. Outside of his professional work, he enjoys biking, fishing, hiking, skiing, yoga, and participates in community events such as the Nantucket Race Week - Rainbow Parade.

Wealth management Family Business Business succession planning Retirement income strategy Executive
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