Chris Martin is a Private Wealth Advisor in SageView’s Knoxville, TN office where his focus is with the private wealth clientele. Chris provides guidance on financial planning strategies that focus on investment, retirement, education, insurance, and estate planning.
Prior to joining SageView, Chris spent 10 years at Merrill Lynch where he helped run the financial planning process for the clientele. In addition, as the lead portfolio manager, Chris created, implemented, and monitored the investment strategy.
Chris graduated from the University of Tennessee with a Bachelor’s of Science degree in Finance. Chris holds the Series 7 and Series 66 registrations, as well as Life and Health Insurance licenses. Chris is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Chris is also a Chartered Retirement Planning Counselorsm (CRPC®), a designation award by the College for Financial Planning to individuals who have met strict standards of professional conduct for client’s pre-and post-retirement needs.
Chris and his wife, Amanda, have 2 daughters, Leah and Claire. In Chris’s spare time, he enjoys playing golf, watching sports, and spending time with his family.