
Chris Gerrish
Market Leader
Chris Gerrish serves as the Market Leader for the Mid America Market. In his role, he ensures the right resources and support are delivered for the benefit of the advisors and their clients. Chris takes the time to understand each advisor’s business. He uses this knowledge to help them leverage firm resources in order to grow, retain their client base, and deliver the highest quality advice.
With over 30 years in the wealth management business, Chris brings a wide breadth and depth of experience, having served in multiple capacities including Complex Director of Texas and Oklahoma, Branch Manager, and Financial Advisor. His role at every level has contributed to his belief that when advisors receive more support and more resources, they can more successfully grow their businesses and help their clients achieve their goals.
Before the start of his career, Chris earned his B.S. in finance from Penn State University. He then kicked off his wealth management career at PaineWebber after graduating college. Today, Chris and his wife, Lisa, live in Frisco with their son, Will, and daughter, Claire.