Christopher DeGrace

Christopher M. DeGrace, CFA®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

400 S Park Ave

Suite 200,

Winter Park, FL 32789-4307

About me

Background

Chris DeGrace is a Managing Director, financial advisor, and Chartered Financial Analyst® (CFA®) professional with Truist Investment Services, Inc. He primarily focuses on comprehensive asset management, investment strategies, advisory services, and estate strategies that help accredited, high-net-worth investors meet their immediate and future goals, as well as consults on risk protection and retirement planning. Additionally, Chris's alternative investment experience allows him to provide clients an option to participate in institutional type investment models; which perform differently than traditional retail asset allocation. He follows a disciplined process of assessing their financial situation to determine their risk tolerance, forming and executing an appropriate investment strategy, and performing regular portfolio rebalancing and reporting to obtain measurable results. 

Chris' career began over 20 years ago at Bear Stearns, where he worked with high-net-worth individuals, before he moved to Smith Barney as a private financial advisor. He’s a member of the CFA® Society in Orlando. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS Financial Planning
University of Alabama 1995 2000

Personal Interests

Chris earned a bachelor’s in financial planning from the University of Alabama. An active member of the Winter Park High School Foundation, he and his wife, Katie have two children. In his spare time, he enjoys traveling, golfing, and boating.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}