Chip Chiappini

About Chip Chiappini

I joined Edward Jones in 1993, opening the second Asheville branch office serving clients in Asheville and across the USA. In college, I thought I wanted to be in psychology or fitness education until I learned about the power of compounding returns and the role that behavioral finance plays in decision making. My clients often first contact me during times of transition such as retirement or receipt of an inheritance. These events sometimes require more complex financial strategies and when decision making is extremely important. I became a limited partner with Edward Jones in 1998. In 2019, I was named Regional Leader with leadership responsibilities for the over 80 Edward Jones branches in Western North Carolina. Pamela Banks and Wendy Carpenter, my branch team, have received numerous awards and recognitions. Pamela and Wendy have both been with me over 20 years. They are both native to the area. As a team, we provide highly personalized service to our clients using established processes that ensure we understand our clients\' compete picture. By doing this, we can take the guess work out and partner with our clients help them reach their goals and desired outcomes. Originally from New Jersey, I moved to Western North Carolina as a child and grew up in the mountains. My wife Wendy and I met in high school and both attended Western Carolina University. I graduated in 1991 with a Bachelor’s Degree in finance as well in management. After college we moved to Asheville. We have three wonderful daughters, Lauren, Alanna Rose and Gianna and our loving King Charles Spaniel, Jaxx. Outside my office we attend Biltmore Church and have been active members of the community serving in various roles in Optimist Club, Kiwanis as well in Young Life and supporting our local Asheville Symphony. Give us a call or stop by the branch to schedule a review and remember: “ You can’t control the wind, but you can adjust your instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Jun 1993 — Present · Asheville, NC, US

   As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it\'s planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients\' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.After being in the financial services industry for over 20 years, I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.

Skills

• Estate and Legacy Strategies
• Asset Allocation Strategies
• Asset Protection Strategies
• Finaancial Assessment
• Wealth Management
• Wealth Transfer