Christopher M Warren, CFA in

Christopher M Warren, CFA

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Financial Advisor at Edward Jones
📍 Charlotte, North Carolina, United States

Christopher is a Financial Advisor with Edward Jones in Charlotte, NC. He holds the Chartered Financial Analyst (CFA) designation and a finance degree from the University of Iowa. He focuses on creating customized wealth strategies, particularly around retirement savings, intergenerational planning, and charitable giving.

He resides in Charlotte with his wife, Caroline, who is a North Carolina native and works as an attorney. Prior to his current role, Christopher worked as a senior financial manager and analyst for companies in Northern Virginia and Charlotte.

Unique Fact: His passion for investing began at a young age, when he used money from his paper route to buy his first stock in the 7th grade.

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Experience
15 Years
Current Role
Financial Advisor
Location
Charlotte, North Carolina, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Christopher cares about

Wealth Strategies
His work at Edward Jones focuses on helping clients with wealth strategies, retirement savings, and intergenerational planning.
Retirement Planning
Specializes in creating retirement savings and income strategies to help clients achieve their long-term financial goals.
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Career

Work history

11-2017
Financial Advisor
Edward Jones
1-2017 - 5-2017
Analyst
Compass Group USA
7-2016 - 10-2016
Accounting Analyst
Great American Restaurants
5-2014 - 7-2016
Senior Financial Manager
Great American Restaurants
5-2011 - 5-2014
Financial Manager
Great American Restaurants
In the press

Media appearances

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Education
2002 - 2006
Bachelor’s Degree
The University of Iowa Tippie College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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