Chris White

Chris White has a diverse work experience in the financial planning industry. Chris started their career at Fidelity Investments in 1993, where they held various roles including Investment Services Representative and Senior Tax Specialist. Chris then joined Provident Bank as a Trust Officer and later became a Financial Planner at Provident Financial Advisors. In 2004, Chris worked at the National City Private Client Group as Wealth Planner and later as the National Practice Leader of Insurance Solutions for Personal Financial Planning. Chris also served as a Certified Financial Planner Curriculum Instructor at Bellarmine University and Xavier University. Chris was the President of the Financial Planning Association of Greater Cincinnati in 2006. From 2009 to 2014, they worked as a Senior Financial Planner at Key Private Bank. Chris then joined Peoples Bank as a Vice President of Financial Planning in 2014, where they advised clients and administered investment accounts. Chris also integrated a personal financial planning service model for clients and prospects among various lines of business. Additionally, they served as a Certified Financial Planner Curriculum Instructor at Fidelity Investments from 2011 to 2020.

Chris White received their Master of Business Administration (MBA) degree in Taxation from Xavier University, where they studied from 1994 to 1997. Prior to that, they earned a Bachelor of Science (BS) degree in Accounting from the University of Cincinnati, completing their studies from 1988 to 1993. In addition, Chris obtained certification as a Certified Financial Planner from the Certified Financial Planner Board of Standards, Inc. in the year 2000.