Heritage Financial Consultants LLC
Chris Ruby, MBA, CFP®, has a strong background in the financial industry. Chris currently holds the position of Chief Operations Officer at Heritage Financial Consultants LLC since March 2022. In this role, they support the company as a registered representative of Lincoln Financial Advisors Corp. Prior to this, they worked at T. Rowe Price, where they held multiple roles from 2019 to 2022. Chris served as a Senior Client Liaison / Team Manager, leading a team of registered representatives and focusing on providing exceptional client experiences and generating client value. Chris also worked as a Relationship Manager, providing asset allocation and financial planning education to high-net-worth individual investor clients. Before joining T. Rowe Price, Chris worked at Allstate Financial Services, LLC as a Personal Financial Representative, where they trained staff on financial planning and cultivated new client relationships. Chris began their career at Maller Wealth Advisors, Inc. as an Associate Financial Planner, managing a support staff and serving as the chairman of the investment committee.
Chris Ruby, MBA, CFP® has a strong educational background in finance and business administration. Chris obtained their Bachelor of Science degree in Finance and Economics from Florida State University, which they completed between 2006 and 2010. Continuing their education, they pursued a Master of Business Administration (MBA) degree at Florida State University from 2020 to 2022, specializing in Business Administration and Management, General.
Heritage Financial Consultants LLC
Heritage Financial Consultants is a financial planning firm, committed to serving as stewards of wealth for our clients nationwide. Our priority is to provide exceptional service, helping our clients evaluate and address all aspects of their finances and protecting and growing their wealth in line with their personal values and goals. Our highly educated advisors possess key licenses that speak to their ability to provide professional guidance, and together, our team is knowledgeable, trustworthy, and attentive to the needs of all of our clients. Leveraging our team's expertise, we approach the financial marketplace with a fresh perspective to identify opportunities and solutions that are innovative, flexible, risk-managed, objective, and effective. We proactively engage with our clients' full team of trusted advisors to enhance our strategies and strengthen our plans for each unique situation and to help ensure that all of their needs are being met. We also conduct regular, face-to-face meetings to ensure that their plan aligns with their lifestyle and addresses any relevant changes to laws or regulations. We take pride in cultivating meaningful relationships and building and executing holistic financial plans that positively impact our clients' lives over the long term. Registered associates of Heritage Financial Consultants are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., (member SIPC) a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. Securities offered to residents of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, and PR. CRN-5205627-111822