Chris Risenmay, CFP®

Experience

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  Merrill Lynch

  May 2002 - Sept 2008

  Vice President

  Chris joined Merrill Lynch in 2002. At Merrill Lynch, he and his partners formed the Cypress Group. Chris earned the designation of Certified Financial Planner. Chris also worked as a coach in Merrill Lynch's Paths of Achievement program training new financial advisors.

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  Morgan Stanley

  Sept 2008 - Apr 2014

  Vice President

  Chris, a member of the Cypress Group, joined Morgan Stanley on September 12, 2008. During the financial crisis he and his team developed “The Second Growth”, a process focused on protecting and growing wealth during retirement, which they use to guide their clients through the most important period of their financial lives.

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  Integrated Wealth Management

  Apr 2014 - Jul 2017

  Vice President and Senior Financial Advisor
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  Cypress Wealth Services

  Aug 2017 - now

  Partner and Senior Financial Advisor

  Free at last. With a desire to be completely independent of Wall Street banks and focus on serving his clients with complete objectivity and professionalism, Chris and the rest of the Cypress Group, created Cypress Wealth Services. Working as an independent Registered Investment Advisor, we serve our clients as professional fiduciaries with a focus on aligning our client’s financial interests with their most important priorities.