Chris Reaney, CFP®

Managing Director

For over 25 years I come in every day excited to help my clients by listening, connecting and planning to help them worry less and enjoy life more. As a first generation American and the oldest child, I was raised with a strong work ethic defined by the “American Dream”. My parents arrived from Ireland in 1960 with limited education and little more than a positive attitude, a desire to work and build a future. They instilled in us the belief that hard work, education, and treating people with respect would lead to a happy and successful life. As a result, I connect with clients who enjoy challenges and have often created wealth through their own hard work and commitment to success.

Since 1994 I’ve been serving my clients as a financial advisor, and since 2011 I’ve held the CFP (Certified Financial Planner) designation in an effort to raise my planning expertise to the highest level and provide more in depth solutions for my clients. Prior to that I spent 7 years employed as a mechanical engineer. In 1987 I graduated with a BSME degree from Boston University. I am also licensed to provide insurance planning and strategies for my clients, and I carry several industry securities licenses (Series 7, 63 and 65). In 2013 I became a Founding Partner and Managing Director of Steward Partners Global Advisory, LLC. and have enjoyed every minute since, surrounded by a group of prudent and forward thinking advisors and colleagues.

Late in 1993, when I changed careers and left engineering to join Smith Barney as a Financial Advisor, my wife Susie and I began 9 terrific years in Seattle before moving back home to New England. Many of my clients still reside in Seattle. I also serve clients in San Francisco, San Diego, Denver, New York, and all over New England. My career brings me great happiness, terrific relationships, and the chance to build relationships with intelligent and interesting people.

Married since 1992, my wife Susie and I have 3 sons, two dogs, and one horse. Our oldest two are in college and youngest is in high school. Aside from enjoying travel together, Susie has returned to her childhood passion of competitive equestrian show jumping while I enjoy running in road races, playing golf, skiing, and cycling. Although I now have to accept the fact that I cannot keep up with my kids on a bike, on the road, or on skis, these activities are most fun when the boys join me to compete. Recently, they joined me to raise money for The American Diabetes Foundation and rode alongside me for 32 miles in Kennebunk, Maine.

Disclaimer: Raymond James is not affiliated with and does not endorese The American Diabetes Foundation

Phone 603-427-8859
Fax 603-373-8210
Mobile Phone 603-944-0873