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Christopher (Chris) Combs, CFP®, CRPC™, CEPA®
Pro Football Player

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About me
Senior Vice President, Wealth Management Advisor
Education

Duke University
1995 - 1999Bachelor's Degree
Experience

Pittsburgh Steelers
Apr 2000 - Sept 2002Pro Football Player
Jacksonville Jaguars
Sept 2002 - Sept 2003Pro Football Player
Duke University
Jun 2004 - Jul 2008Assistant Strength & Conditioning Coach
Merrill Lynch Wealth Management
Sept 2008 - nowWealth Management Advisor, Senior Vice PresidentWe 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 PlanningAug 2010
Personal Investment Advisor
Merrill Lynch InternalOct 2014
Certified Exit Planning Advisor
Exit Planning InstituteNov 2023
Certified Financial Planner
CFP Board of StandardsJan 2014
Volunteer Experience
Volunteer
Issued by Downtown Durham Rotary Club- Membership Committee Co-Chair- 2014-2016
Associated with Christopher (Chris) Combs, CFP®, CRPC™, CEPA®Volunteer
Issued by Zoweh Ministries- Board Member- 2010-2014
Associated with Christopher (Chris) Combs, CFP®, CRPC™, CEPA®Volunteer
Issued by Maureen Joy Charter School- Board Member- 2012-2015
Associated with Christopher (Chris) Combs, CFP®, CRPC™, CEPA®Volunteer
Issued by The Summit Church- Small Group Leader- 2012-Present
Associated with Christopher (Chris) Combs, CFP®, CRPC™, CEPA®
Languages
- enEnglish
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