Chris Juall
30+ Years Experience as a Financial Advisor | Licensed Captain | Avid Boater
- Role
- Coxswain Flotilla Commander District 7 Staff Officer National Branch Chief at U.S. Coast Guard Auxiliary
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Chris Juall
WHO DO I HELP?I help people navigate the complex world of investments and ensure they are confident in their financial future. My love for boating is a common trait shared with many of my clients.WHAT CHALLENGES DO THEY FACE?Finding attractive future growth potential (at these levels, the stock market is likely to return less than it has in the past)Portfolio protection (with the stock market at all-time highs, it\'s important to manage risk)Generating enough income (This is a key component of a worry-free retirement)HOW DO I HELP MEET THOSE CHALLENGES?I begin by ensuring the clients\' personal risk and portfolio risk match (initially, they most often don\'t). Then I construct a portfolio and plan that facilitates their lifestyle goals. Furthermore, the portfolio is stress-tested to account for different potential market scenarios in order to reach a satisfactory level of comfort.WHY MOORS & CABOT?I have worked at Moors & Cabot for over 25 years (unheard of in this industry) and there\'s a reason for that. Actually, there are five reasons. They are the firm\'s exceptional history, the family-like firm environment, the freedom to conduct business the way I want, responsive executive leadership, and a business-friendly compliance department.To contact me for a free, no-obligation consultation by phone or in-person, email me at c•••••@moorscabot.com or message me on Linkedin.
Experience
Coxswain Flotilla Commander District 7 Staff Officer National Branch Chief
Dec 1999 — Present · Sarasota, FL, US
I\'m a Coxswain in the U.S. Coast Guard Auxiliary as well as Boat Crew certified with USCG.
Education
Jacksonville University
Bachelor's degree
1987 — 1991
Skills
- Series 7
- Investments
- Securities
- Estate Planning
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Wealth Management
- Equities
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Risk Management
- Series 24
- Investment Management
- Series 63
- Investment Advisory
- Retirement Planning
- Trading
- Portfolio Management
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