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Our financial advice team


Chris Barley

Chris Barley

CFP®, CIMA®

Private Wealth Advisor

Managing Director
Flagship Private Wealth Management
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 20 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance

Interests

  • I love golfing. I'm reasonably good, Saturday morning Country Club of Orlando
  • Spending time at our place in Linville, NC - Grandfather Golf and Country Club
  • I've been playing a lot of competition croquet lately
  • Gardening, I like flowers that have a fragrance
  • Tennis - Average player, I prefer doubles
  • Cooking
  • Ping Pong!
  • Hiking

Community participation

  • Trustee of The First Tee
  • Advisory Board Member of The First Tee of Central Florida
  • Advisory Board Member of Canine Companions for Independence
  • Advisory Board Member of Vision Health International
  • I am active in the philanthropic community and enjoy working with various boards and local charities.

Awards & recognition

  • Ameriprise Chairman's Award, 2015
  • Ameriprise Circle of Success, 2016, 2020
  • Five Star Wealth Manager, 2014
  • Ameriprise Client Experience Award, 2020

Qualifications

  • CIMA®Certified Investment Management Analyst, 1999 The Wharton School
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, 1986

Education

  • B.S. Business & Computer Science, University of Florida, 1982 - Gainesville, FL

Previous experience

  • Senior Vice President, Morgan Stanley, 31 Years
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