Christopher Kristian
Executive Vice President
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As part of the Executive Benefits team, Chris specializes in the analysis and planning of supplemental executive benefits. With his expertise in this area, Chris leads his clients through the complicated issues that surround executive benefits plans. Chris also has a keen understanding of private client services and extends tailored programs to individual executives. Chris is the founder and President of Legacy Investment Advisors, Inc., a firm that focuses on core asset management strategies for high net worth individuals. Chris began his career with Commonwealth Financial where he specialized in working with executives, professional athletes and business owners to provide them access to high quality wealth preservation and intergenerational wealth transfer planning strategies. Chris is a member of the National Association of Insurance and Financial Advisors, Plymouth and Norfolk County Estate Planning Council and the Million Dollar Round Table. He has been the recipient of numerous industry awards and has presented lectures in the uses of Executive Benefits and Estate Funding to trade and professional groups. He has also been a featured guest on Financial talk shows. Chris has also been quoted in national and local publications including the Wall Street Journal, Providence Journal Bulletin, The Atlanta Constitution, and The Denver Post. He was recently recognized by Insurance news.net as one of the top advisor in the industry. Prior to the financial services industry, Chris had a successful career as a US Army Infantry Officer, serving in some of the Army’s most elite units. The qualities of honesty and integrity that allowed him access to these elite units have provided him with the ability to objectively create appropriate strategies for his clients. |
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