Chris Merrifield is a Senior Managing Director and Wealth Advisor at First Republic Private Wealth Management, focusing on early stage tax and estate planning strategies, asset allocation, wealth preservation, and private banking services.
Prior to joining First Republic, Mr. Merrifield was a Vice President and Private Wealth Advisor at Morgan Stanley Private Wealth Management in Menlo Park, California. Mr. Merrifield began his career at Smith Barney Citigroup and advanced in various roles, cumulating his tenure as Vice President and Lending Director covering the Northern California Region.
Mr. Merrifield holds a Bachelor of Arts in Journalism and Communications from the University of Oregon and an MBA from the Atkinson Graduate School of Management at Willamette University. In 2009, he participated in the Executive Education program at Stanford Graduate School of Business.
Mr. Merrifield serves on the advisory board for the O’Neill Student Investment Fund at The Atkinson Graduate School of Management in Salem, Oregon and is an active volunteer and supporter of The Athenian School in Danville, California.
Wealth Management Experience: Since 1995
Check the background of this investment professional on FINRA's BrokerCheck.