portrait of Chris Fitzgerald
FINANCIAL ADVISOR
Accepting New Clients
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About Chris

Whether you are preparing for a successful retirement, taking steps to make your money last in retirement or looking for guidance on securing a financial legacy, I will invest my time to understand what is important to you, before you invest your money. I use an established process to build personalized strategies and identify the specific actions needed to help my clients reach their financial goals, and I continue to partner with them throughout their lives to help keep them on track.

In addition to being an honors graduate of the University of Florida’s Warrington College of Business, I hold both...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies

Work History

  • Edward JonesApril 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ABFP™

    Accredited Behavioral Finance Professional™
  • CRPC™

    Chartered Retirement Planning Counselor™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • College for Financial PlanningMaster of Science
  • University of FloridaBachelor of Science

Personal Interests

  • Outdoor Enthusiast
  • Traveling
  • Camping
  • Fishing
  • Hunting

Team Members

  • Michele Myers
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

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