Chris Scearbo,  WMCP®

Chris Scearbo, WMCP®

Intern

location of Chris Scearbo,  WMCP®Greater Boston

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  • Timeline

  • About me

    Partner & Wealth Management Advisor

  • Education

    • Eastern Nazarene

      2008 - 2012
      Bachelor of Science (B.S.) Accounting and Finance Graduate

      Activities and Societies: Chairman of ENC Student Investment Group, ENC Men's Varsity Soccer (Captain) GPA: 3.46Dean’s ListTCCC Academic All Conference TeamENCourage Merit Award

  • Experience

    • Personal Financial Management Plus, Inc

      May 2011 - Sept 2011
      Intern
    • Sankaty Wealth Management | Northwestern Mutual

      Nov 2011 - now
      Partner & Wealth Management Advisor

      I am one of two founding members of Sankaty Wealth Management, a boutique wealth management and financial planning practice in the Boston area; backed by the parent company Northwestern Mutual, one of the largest broker-dealers in the industry. Although my expertise is not limited to one set profession, career, or lifestyle – I find that my typical clientele consists of younger, affluent families, with complex financial planning needs. They struggle with thoughtful financial planning, not necessarily due to a lack of knowledge, but rather because they lack the time and the bandwidth to be able to think about these things on the active and consistent basis necessary for financial success. At Sankaty, we make complex and comprehensive planning simple. Show less

  • Licenses & Certifications

    • Wealth Management Certified Professional®

      The American College of Financial Services
      Jan 2024
      View certificate certificate