PROFESSIONAL PROFILE
Christopher Cervantes is a Wealth Management Advisor in the Dallas office. Christopher is a Certified Financial Planner™ certificant. He develops investment strategies for wealthy families to help them transition assets to their children and grandchildren without adversely affecting them in the process. Christopher also provides exceptional service to 401(k) and profit sharing plan sponsors and plan participants who are looking to enhance their retirement programs. A graduate of Baylor University with a BBA in Accounting, Christopher has been in the financial services industry for 14 years, the last 9 at Merrill Lynch. He lives in Plano with his wife, Laura, and sons Michael and Matthew. Christopher is active in his church and community.
The clients Christopher serves comprise affluent families and individuals, corporate executives and successful business owners who value the disciplined approach he brings to each relationship. He believes that a successful wealth management strategy looks at all the aspects of one's financial life. By serving as their essential partner, Christopher endeavors to understand their situation, their needs, and what they want to accomplish.
Equipped with the knowledge of the client's goals, Christopher can help them set targeted objectives that are flexible enough to adapt to their changing personal and/or business finance needs. He then helps them organize and set those strategies into action, finding solutions and identifying opportunities that could influence their financial success and security. Christopher stresses a disciplined approach to investing based upon their specific goals, risk tolerance, investing style and time horizon.
Andrew Simms is a Registered Client Associate. A graduate of the University of Oklahoma, Andrew joined Merrill Lynch in 2006, coming from TD Ameritrade. He and his wife Jill live in Addison with their dog Buddy. Andrew is the direct contact for the administrative and operational aspects of the client relationship. As a registered client associate, he also enters orders for security transactions and is instrumental in coordinating and implementing our client service commitment.