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Senior Lead Adviser,
Venturi Wealth Management
Direct line: 512.220.2051
Office main line: 512.220.2051
Chris Creed is a Senior Lead Adviser for Venturi Wealth Management. Chris partners with new clients to organize, plan and manage all aspects of their family's financial life. As a Certified Financial PlannerÂ® professional, Chris creates customized wealth planning strategies unique to highly affluent clients.
Having 24 years of experience in the industry, Chris brings a unique perspective to the role. Prior to joining Venturi, Chris was a principal at AFAM Capital, running their Private Client Group Business Development. For the seven years prior to joining AFAM, he was Regional VP, Southeast for Fisher Investments Private Client Group. He was the owner of an independent wealth management practice, Creed Capital Management (2003-2006), through Wachovia Securities Financial Network, which he later sold to another advisory firm. From 1994 to 2003, Chris was an investment representative with Edward Jones, where he also held roles in both the hiring and training of new advisers.
The father of our country crafted a finely detailed and surprisingly personal will to protect his family and his legacy. Follow in his footsteps by keeping these three principles in mind: communication, clarity and customization.
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