“Four glorious years!”
That was Chris Heald’s energetic response when asked how long ago he joined the PFG team as a Financial Advisor. Previously a Raymond James Financial Services Independent Advisor since 2004, Chris and Todd Wike first met at a Raymond James education seminar. They immediately “hit it off” and sat together at every Raymond James gathering. Four years ago, Chris joined the PFG team and he couldn’t be happier! His PFG colleagues are also thrilled to have Chris on the team describing him in addition to tireless, as open-minded and fair.
Specializing in asset management and retirement income planning, Chris thoroughly enjoys showing clients that it’s always possible to put themselves in a better position for retirement. “I work collaboratively with clients advising them on what they can do to save more, stretch their money and make better investment choices – all resulting in a more comfortable retirement position,” stated Chris. He also provides comprehensive guidance and planning services tailored to the needs of business owners and their families.
Outside of work, Chris loves anything to do with the outdoors, including, fishing, swimming, sailing, hiking, and biking. He’s also an avid reader, particularly historical novels, science fiction, history and current events. “I highly recommend Where the Crawdads Sing, by Delia Owens and the Pulitzer Prize Winner, The Killer Angels: The Classic Novel of the Civil War, by Michael Shaara,” said Chris. Just like the rest of the PFG team, Chis loves sports including NFL and college football as well as college basketball.
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