Chris Roger serves as a Financial Advisor for Bayntree Wealth Advisors. His approach to working with clients involves understanding all of their objectives, then creating comprehensive, long-term plans that provide a path toward those goals. He takes an educational approach that helps clients understand risk management, retirement planning, and investment strategies. Chris aims to create confidence in client relationships and ensure their dreams and goals are realized.
Prior to his current advisory role, he was an advisor with Merrill Lynch. His commitment and dedication to improving the financial lives of clients led to earning a Chartered Retirement Planning Counselor designation for expertise in client-focused problem-solving, and an Accredited Wealth Management Advisor designation, which is a specialization in high net worth client solutions. He believes that finances impact everyone daily and is passionate about helping as many clients as possible.
Chris earned his dual bachelor’s degree in marketing and political science from Bloomsburg University of Pennsylvania to better understand the importance of and diverse perspectives surrounding business and government. Originally from Worchester, Massachusetts he moved to the outskirts of Pennsylvania and later moved to Scottsdale, Arizona for his financial career. In his free time, he enjoys basketball and golf, attending professional and collegiate sporting events, and is an avid reader.