Chris Avey

Independent Business Owner at Financial Alternatives, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Wenatchee, Washington, United States, US
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Chris’s knowledge Capital Markets and Estate Planning is top notch. As an Institutional Investment Consultant I am often asked by Trustees if I know anyone that can help them with their personal finances and Chris tops the list.

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Experience

  • Financial Alternatives, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Independent Business Owner
      • Jun 2018 - Present

      Providing Independent Financial Advice from PlanMember Securities. Providing Independent Financial Advice from PlanMember Securities.

  • Washinton Trust Bank
    • United States
    • Individual and Family Services
    • Vice President
      • Jun 2014 - Apr 2018

      Financial Advisor. Financial Advisor.

  • The Avey Group Wealth Management
    • Financial Services
    • Founder
      • Oct 2010 - Jan 2012

      Retirement Planning... Know Where You Stand Retirement Planning... Know Where You Stand

  • Baker Boyer Bank
    • United States
    • Banking
    • 100 - 200 Employee
    • Director of Investor Services
      • Jul 2004 - Oct 2010

      Financial Advisor Financial Advisor

  • UBS Wealth Management
    • Banking
    • 1 - 100 Employee
    • Financial Advisor
      • 2000 - 2004
  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Executive
      • 1997 - 2000

      Had an office in Seattle, WA Had an office in Seattle, WA

Education

  • Washington State University
    Bachelor of Science, Psychology
    1993 - 1996
  • University of Montana
    BS, Psychology/ Real Estate
    1991 - 1993

Community

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