Christopher M. Walters in

Christopher M. Walters

Observer · DISC type ci
Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management
📍 Garden City, New York, United States

Christopher is a Senior Vice President and Senior Financial Advisor with The Sullivan Group at Merrill in Garden City, NY. He focuses on creating wealth management strategies, striving to build lifelong relationships by understanding all aspects of his clients financial lives.

Outside of his professional role, Christopher is dedicated to his family and community. He lives with his wife and three children and is actively involved in his local community by coaching youth sports.

He has been consistently recognized on the Forbes "Best-in-State Wealth Advisors" and "Top Next-Gen Wealth Advisors Best-in-State" lists.

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Experience
15 Years
Current Role
Senior Financial Advisor, Senior Vice President
Job Level
Leadership
Location
Garden City, New York, United States
Personality Overview

How Christopher shows up

Example Seeker
Assertive
Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting information.

Priorities

Topics Christopher cares about

Wealth Management
As a Senior Financial Advisor, he specializes in developing comprehensive financial strategies and building long-term relationships with clients.
Investment Advisory
He holds a Personal Investment Advisor certification and focuses on helping clients achieve their financial goals through tailored advice.
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Career

Work history

3-2014
Senior Financial Advisor, Senior Vice President
Merrill Lynch Wealth Management
6-2009 - 9-2014
Yard Hand / Dock Construction Supervisor
Spellmans Marine
9-2012 - 3-2014
Sales & Distribution Representative
McBreen's Beverage
9-2011 - 6-2012
Bus Boy / Bar Back
Monahan & Fitzgerald
10-2009 - 6-2011
Bus Boy / Food Runner
Fiore Restaurant
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2012 - 2016
Bachelor's Degree
Molloy University
2008 - 2012
High School
Chaminade High School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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