Cfei Christopher Roberts

Christopher Roberts, CFEI, has a diverse work experience in the financial industry. Christopher began their career in 2010 as a Financial Advisor at Edward Jones, where they worked until July 2011. Christopher then joined Merrill Lynch as a Financial Solutions Advisor, where they stayed until June 2013. Since January 2023, Christopher has been with CAPTRUST, initially serving as an Account Manager and later transitioning into the role of Financial Advisor.

Christopher Roberts, CFEI, obtained a Bachelor of Business Administration (B.B.A.) degree with a focus on Finance, General from Davenport University, where they studied from 2007 to 2009. In addition to their formal education, they hold several certifications, including CFEI from the NFEC and Series 66 and Series 7 from FINRA.