Christopher Garcia CDFA®
University of Central Florida
Tell me more about Christopher Garcia CDFA®?
Christopher Garcia CDFA(r) is a highly experienced financial professional with 13.2 years of work experience. He is currently working closely with clients to create and implement comprehensive wealth management plans to achieve their financial goals. Christopher is passionate about building long-term relationships and providing trust, transparency, and service. He has a background in business administration and business management, and has worked at Morgan Stanley and the Ernie Garcia Group. In addition to his financial services career, Christopher is also a Certified Divorce Financial Analyst (CDFA), specifically trained to help those in need.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Christopher Garcia works closely with the team’s clients to help them create, implement and maintain comprehensive wealth management plans designed to help achieve their specific financial goals. Christopher works to build long-term, productive relationships built on trust, transparency and service. Christopher began his financial services career in 2013 after earning his Bachelor of Science in business administration and business management from the University of Central Florida (Go Knights!). He joined his uncle and the rest of the team at the Ernie Garcia Group at Morgan Stanley a year later. Passionate about giving back, Christopher enjoys helping to fundraise for The Gleason Foundation for ALS Research, Always Wear Your Seatbelt Foundation and Nate's Animal Rescue among many others. Chris and his wife, Reagan, are both lifetime residents of the Sarasota area. They currently reside in Lakewood Ranch with their two daughters and their puppy, Frank. In his spare time, you can find Chris spending time with family, playing in many recreational sports leagues, or visiting some of the area's best local restaurants. Chris is a Vice President and Alternative Investments Director at the firm. In addition, he is a Certified Divorce Financial Analyst (CDFA), specifically trained to help those going through divorce.
...See MoreWork Experience
vice president wealth management alternative investments director financial advisor at morgan stanley
Intern
Financial Services
Christopher Garcia CDFA®'s Professional Milestones
- vice president wealth management alternative investments director financial advisor at morgan stanley (2013-06-01~): Transforming the financial strategies to enhance profitability and guide individuals towards retirement.
- Retail Representative (2010-08-01~2013-04-01): Achieved consistent sales targets, resulting in higher customer satisfaction and repeat business.
Education
Business Managemenet/sports Management
2009-2013Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
Joshua Rounds
Credit Risk Data Control at Morgan Stanley - Vice President / Product Owner
Roystone Patrick Dias
AVP | Product Owner | Sub Fleet Lead | Principal Consultant
Poonam Dighe
Account Client Product System Product Owner, working with Pride Technologies as Consultant and deputed at Morgan Stanley
Polina Bublykova
vice president & product owner - credit risk at morgan stanley
Other Named Christopher Garcia CDFA®
Frequently asked questions
We found 1 Christopher Garcia CDFA®'s phone numbers
Christopher Garcia CDFA®'s social media include: Linkedin,
Christopher Garcia CDFA® works for Morgan Stanley
Christopher Garcia CDFA®'s role in Morgan Stanley is vice president wealth management alternative investments director financial advisor at morgan stanley
Christopher Garcia CDFA® works in the industry of Financial Services
Christopher Garcia CDFA®'s colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Joshua Rounds,Roystone Patrick Dias
Christopher Garcia CDFA®'s latest job experience is vice president wealth management alternative investments director financial advisor at morgan stanley at Morgan Stanley
Christopher Garcia CDFA®'s latest education in University of Central Florida