Christopher (Chris) Combs, CFP®, CRPC™, CEPA®

Christopher (Chris) Combs, CFP®, CRPC™, CEPA®

Pro Football Player

Followers of Christopher (Chris) Combs, CFP®, CRPC™, CEPA®1000 followers
location of Christopher (Chris) Combs, CFP®, CRPC™, CEPA®Chapel Hill, North Carolina, United States

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  • Timeline

  • About me

    Senior Vice President, Wealth Management Advisor

  • Education

    • Duke University

      1995 - 1999
      Bachelor's Degree
  • Experience

    • Pittsburgh Steelers

      Apr 2000 - Sept 2002
      Pro Football Player
    • Jacksonville Jaguars

      Sept 2002 - Sept 2003
      Pro Football Player
    • Duke University

      Jun 2004 - Jul 2008
      Assistant Strength & Conditioning Coach
    • Merrill Lynch Wealth Management

      Sept 2008 - now
      Wealth Management Advisor, Senior Vice President

      We strive to simplify clients' lives by coordinating:*portfolio design for retirement and educational funding*insurance & estate planning services for life, disability, and long-term care*lending for new homes or existing home refinancing through Bank of America, N.A. We are committed to a time-tested and disciplined process with each client. First, we listen closely to understand in great detail where the client stands today and where each client would like to go in the future by establishing short-term and long-term objectives.Next, we develop a strategy based largely on how much risk each client is comfortable taking. Then we implement a diversified mix of investments to pursue the desired results that are consistent with the client's goals, needs, and priorities. Finally, we strive to have an ongoing presence in each client's life by providing diligent service and consistently reviewing the progress being made towards a life that's truly fulfilling.*Christopher Combs NMLS ID #557478*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Show less

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor

      College For Financial Planning
      Aug 2010
    • Personal Investment Advisor

      Merrill Lynch Internal
      Oct 2014
    • Certified Exit Planning Advisor

      Exit Planning Institute
      Nov 2023
    • Certified Financial Planner

      CFP Board of Standards
      Jan 2014
  • Volunteer Experience

    • Volunteer

      Issued by Downtown Durham Rotary Club- Membership Committee Co-Chair- 2014-2016
      Downtown Durham Rotary Club-  Membership Committee Co-Chair- 2014-2016Associated with Christopher (Chris) Combs, CFP®, CRPC™, CEPA®
    • Volunteer

      Issued by Zoweh Ministries- Board Member- 2010-2014
      Zoweh Ministries- Board Member- 2010-2014Associated with Christopher (Chris) Combs, CFP®, CRPC™, CEPA®
    • Volunteer

      Issued by Maureen Joy Charter School- Board Member- 2012-2015
      Maureen Joy Charter School- Board Member- 2012-2015Associated with Christopher (Chris) Combs, CFP®, CRPC™, CEPA®
    • Volunteer

      Issued by The Summit Church- Small Group Leader- 2012-Present
      The Summit Church- Small Group Leader- 2012-PresentAssociated with Christopher (Chris) Combs, CFP®, CRPC™, CEPA®