Chris T. Heald, MBA
Financial Advisor, RJFS
Chris Heald provides independent guidance and planning services to business owners and families. He specializes in asset management and retirement income planning. In 2004, Chris joined Raymond James Financial Services as an independent Financial Advisor and Financial Planner to leverage the firm’s vast range of resources for the benefit of his clients. Previously, he served as a Financial Advisor and Financial Planner with Legg Mason Wood Walker, Incorporated.
Chris has been working in the finance field for over 45 years. He advises clients in all aspects of money management and financial planning and he specializes in retirement plans for businesses, 401ks, SIMPLE plans and Simplified Employee Pension Plans (SEPs). His fee based clients are provided with investment options including stock options, stocks, bonds, mutual funds, REITs, alternative investments, annuities, college savings plans, life, health, and long-term care.
During Chris’ Junior year at the University of Maryland Baltimore County, he studied abroad at the University of London. He holds a Master of Business Administration from Loyola College, as well as Series 7 (General Securities), 31 (Futures Managed Funds), 66 (Uniform Combined State Law), and long-term care, life and health insurance licenses.
An avid fisherman, Chris is passionate about the environment and in particular, the Chesapeake Bay. He is a member and past President of the Greater Washington Chapter of the Coastal Conservation Association.
A native of Boston, Massachusetts Chris now lives in N. Bethesda, Maryland, with his wife, daughter, and their rescue dogs, Cobie and Bella.
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