Advice Built on experience
Christopher Zink delivers a highly personalized approach to wealth management. Drawing on his experience and expertise in the areas of financial and estate planning, private banking, lending, and portfolio management, he is uniquely positioned to deliver objective, sound advice. He is excited by the opportunity to help families grow, preserve, and transfer their legacy to future generations.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Wealth Advisor |
New Orleans, LA |
April 2009 - Present |
Morgan Stanley Smith Barney |
Financial Advisor |
New Orleans, LA |
November 2005 - April 2009 |
JPMorgan Chase |
Financial Advisor |
New Orleans, LA |
September 1996 - November 2005 |
Accomplishments
- Certified Investment Management Analyst
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Education
- Univ of Pennsylvania - Wharton School - CIMA Program
- University of North Carolina - B.A.
- College for Financial Planning
Licenses
- Series 7, General Securities Representative
- Series 31, Managed Futures Representative
- Series 65, Investment Advisor Representative
- State of Louisiana, Life, Accident, and Health Insurance Licensed
Personal & Community
- Member of the Financial Planning Association (FPA)
- Member of the National Association of Tax Professionals (NATP)
- Member of the New Orleans Estate Planning Council (NOEPC)
- Member of the Investment Management Consultants Association (IMCA)
- Enjoys sailing and outdoor activities. Member Southern Yacht Club, New Orleans
Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, IN, KY, LA, MD, MI, MN, MO, MS, NC, NY, OH, OK, SC, TN, TX, UT, VA, VI, WA, WI