Chris Graper
Assistant Vice President | Wealth Management
- Role
- Assistant Vice President Wealth Management at Janney Montgomery Scott LLC
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Chris Graper
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
Experience
Assistant Vice President Wealth Management
Jan 2020 — Present · Charlotte, NC, US
Education
Wake Forest University School of Business
Master of Business Administration, Finance, General
2017
North Carolina State University
Bachelor of Science (B.S.), Business Finance & Accounting
2010
Skills
- Wealth Strategies
- Financial Planning
- Asset Allocation
- Mutual Funds
- Wealth Planning
- Financial Advisory
- Sales
- 401k
- Portfolio Analysis
- Retirement
- Insurance
- Investments
- Securities
- Portfolio Construction
- Retirement Planning
- Finance
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