Christopher Wilson in

Christopher Wilson

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Financial Planner at Prudential Financial
📍 Wakefield, Massachusetts, United States

Christopher Wilson is a Financial Planner at Prudential, specializing in long-term asset growth for individuals and families. His experience includes a senior directorship at Oppenheimer & Co. in alternatives business development and achieving Chairmans Council status at NYLIFE Securities. He holds a Bachelor of Science from Skidmore College.

Based on his professional history with Boston-based Baystate Financial and insurance licensing in Massachusetts, he may have an affinity for the citys culture and activities outside of work. He focuses on building close relationships with clients to understand their unique financial goals and circumstances.

He was involved in business development for a $26 billion AUM alternatives division at Oppenheimer & Co. Inc.

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Experience
39 Years
Current Role
Financial Planner
Location
Wakefield, Massachusetts, United States
Personality Overview

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Priorities

Topics Christopher cares about

Long-Term Investing
His practice is centered on helping clients grow their assets over the long term, matching portfolios to their specific time horizons and objectives.
Alternative Investments
Previously worked as a Senior Director in business development for a $26 billion alternatives portfolio at Oppenheimer & Co.
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Career

Work history

3-2022
Financial Planner
Prudential Financial
1-2021 - 4-2022
Investment Advisor Representative
Baystate Financial
6-2018 - 12-2020
Account Executive
NYLIFE Securities LLC
11-2015 - 5-2018
Principal Investor
Commodities Market, LLC
1-2012 - 11-2015
Senior Director
Oppenheimer & Co. Inc.
In the press

Media appearances

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Education
Bachelor of Science (BS)
Skidmore College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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