Christopher Eckert, CFP, CRPS, CSRIC™
Managing Director - Investments
Senior PIM Portfolio Manager
About
In my role as a Financial Advisor, I take the time to truly understand my clients; to gain insight into their lives, their families, and their long-term aspirations. I will prioritize their interests and strive to identify solutions aligned with their financial objectives. Throughout this process, I will work to simplify complex financial and economic concepts, enabling clients to make well-informed decisions.
I am also a Senior PIM® Portfolio Manager, which allows me to specialize in developing and managing customized portfolios tailored to specific client investment goals. Remaining current on market trends and financial regulations, I conduct a thorough analysis of managers, companies, industries, and overall economic conditions to determine the most suitable investments for each client’s asset allocation strategy.
Education & Credentials
Away from the office
I reside in Fairfield, Connecticut with my wife Lynn and I am a proud parent to three children, Ryan, Cooper and Campbell. In my leisure time, I enjoy golfing, hiking and traveling. However, my top priority is spending quality time with my family.
*The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000
In my role as a Financial Advisor, I take the time to truly understand my clients; to gain insight into their lives, their families, and their long-term aspirations. I will prioritize their interests and strive to identify solutions aligned with their financial objectives. Throughout this process, I will work to simplify complex financial and economic concepts, enabling clients to make well-informed decisions.
I am also a Senior PIM® Portfolio Manager, which allows me to specialize in developing and managing customized portfolios tailored to specific client investment goals. Remaining current on market trends and financial regulations, I conduct a thorough analysis of managers, companies, industries, and overall economic conditions to determine the most suitable investments for each client’s asset allocation strategy.
Education & Credentials
- University of Connecticut – Bachelor of Science, Business Administration
- CERTIFIED FINANCIAL PLANNERTM designation.
- Chartered Retirement Plans SpecialistTM (CRPSTM) designation
- Chartered SRI CounselorTM (CSRICTM)
- Private Investment Management (PIM®) Portfolio Manager
Away from the office
I reside in Fairfield, Connecticut with my wife Lynn and I am a proud parent to three children, Ryan, Cooper and Campbell. In my leisure time, I enjoy golfing, hiking and traveling. However, my top priority is spending quality time with my family.
*The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000
Mike Pappa
Senior Registered Client Associate
Phone: 203.221.5599
Email: michael.pappa@wellsfargoadvisors.com
As a Senior Registered Client Associate, I have over 20 years of experience in the financial services industry. I am dedicated to providing exceptional service to clients and work closely with Chris to ensure that all client requests are handled promptly and effectively. Chris and I have a great professional dynamic and effectively communicate daily on tasks that need their attention. Both experienced in financial services and customer service, we enjoy learning together and sharing best practices.
My role on the team involves providing administrative support and delivering top-notch customer service. I take pride in building personal connections with each client and engaging n meaningful conversations about their lives.
Outside of work, I am a proud parent of two daughters. My eldest runs track for Trumbull High and actively looking at Colleges for Accounting. I enjoy various activities to keep active which include golf and early morning gym workouts. Additionally, I have volunteered as coach for my daughter’s basketball team.
Education & Experience
- Associates Degree, Business Administration
- Wells Fargo Advisors, Brokerage Client Associate