Chris Creed is a Senior Lead Advisor for Venturi Wealth Management. Chris partners with new clients to organize, plan, and manage all aspects of their family’s financial life. As a Certified Financial Planner® professional and recently earned the Certified Private Wealth Advisor® (CPWA®) certification, which is the only advanced certification designed for wealth managers who advise ultra high-net worth clients. Chris creates customized wealth planning strategies unique to highly affluent clients.
Having twenty-four years of experience in the industry, Chris brings a unique perspective to the role. Prior to joining Venturi, Chris was a principal at AFAM Capital, running their Private Client Group Business Development. For the seven years prior to joining AFAM, he was Regional VP, Southeast for Fisher Investments Private Client Group. He was the owner of an independent wealth management practice, Creed Capital Management (2003-2006), through Wachovia Securities Financial Network, which he later sold to another advisory firm. From 1994 to 2003, Chris was an investment representative with Edward Jones, where he also held roles in both the hiring and training of new advisors.
Chris holds a B.A. in Marketing from Southeastern Louisiana University. Chris enjoys tennis, skiing, boating and “quietly” supporting his two kids on their respective sporting events.