PPC®, Series 7 Securities Registration,1 Series 66 Advisory Registration†
Chris began his career in the legal field, specializing in estate planning and corporate law. He now applies this knowledge and experience to providing advanced estate planning strategies, business succession plans and wealth management and retirement advice. Chris has been a featured speaker and instructor on the topic of family succession planning within the automotive dealer industry, and continues to lead seminars for the National Automobile Dealers Association (NADA) Academy. He lives in Silver Spring, MD with his wife Kristen and two children.
- BA, Boston College
- JD, University of Baltimore School of Law
- Member of the Maryland Bar*
- Five Star Wealth Manager (2015-2019)2
- Professional Plan Consultant®
The Dionot Financial Advisory team is located in our Fulton, MD office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.*Not practicing
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.