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Chris Chapin
First Vice President - Wealth Management Financial Advisor @UBS
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WORK HISTORY
First Vice President - Wealth Management Financial Advisor @UBS
EDUCATION
Bridgewater State University
Bachelor of Arts Public Relations
Wake Forest University
Certificate in Financial Planning, CFP® Board Registered Education
ABOUT CHRIS CHAPIN
Helping high-net-worth individuals and families navigate complex wealth with clarity, confidence, and purpose. As a CERTIFIED FINANCIAL PLANNER™ and member of The Chapin Group at UBS, Chris delivers personalized, goals-based strategies focused on wealth preservation, retirement income planning, and multigenerational legacy transfer.Chris joined UBS Financial Services in 2020 after earning a BA in Public Relations (Magna Cum Laude) from Bridgewater State University. He continued his education through Wake Forest University’s financial planning program, ultimately earning the CERTIFIED FINANCIAL PLANNER™ designation. Today, as a member of The Chapin Group, he focuses on building meaningful relationships and delivering personalized guidance that extends beyond portfolio management.As a team, The Chapin Group at UBS Wealth Management brings together shared insights, experience, and resources to serve select individuals, families, and businesses. We take a goals-based approach to wealth management—one that puts our clients, not the market, at the center of every strategy. With over 60 years of combined experience, our team specializes in helping clients navigate wealth accumulation, retirement income planning, and legacy wealth transfer.Let’s connect if:• You’re seeking a highly experienced, client-focused wealth management team• You’ve recently experienced a major life event such as divorce or the loss of a spouse• You’re starting a new career or transitioning between jobs• You’re planning for or approaching retirement• You’d like a second opinion on your current wealth plan including whether your expenses are reasonable and are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
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