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Christopher Bolles, Jr., CFP®

Christopher Bolles, Jr., CFP®

Scout Platoon Leader

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  • Timeline

  • About me

    Vice President/Investments, Branch Manager - Stifel

  • Education

    • Vanderbilt University

      1986 - 1990
      Bachelor of Science (B.S.) Political Science

  • Experience

    • TN Army National Guard Troop Q 4/278th ACR

      May 1990 - Jan 2007
      Scout Platoon Leader

      Army Aviation Officer commanding the Scout Platoon within a Troop of an Armored Cavalry Regiment. Primary aircraft was the OH-58A/C and eventually transitioned to the AH-1F (Cobra) in 1995 as the Guard eliminated the OH-58's. I graduated from flight school (Ft. Rucker now Ft. Novosel) as an Honor Graduate.

    • Merrill Lynch

      May 1998 - Apr 2005
      Associate Vice President - Investments

    • Banc of America Investment Services, Inc.

      Apr 2005 - May 2008
      Vice President/Investments

    • UBS Financial Services

      May 2008 - Aug 2009
      Vice President/Investments

    • Stifel Financial Corp.

      Aug 2009 - now
      Vice President/Investments, Branch Manager - Stifel

      This office was once a UBS office. Stifel acquired this office from UBS in August 2009.

  • Licenses & Certifications

    • CERTIFED FINANCIAL PLANNER™ (CFP)®

      College for Financial Planner
      Feb 2005