Chris Walczak

Senior Financial Advisor, Advisory Team Leader at WMS Partners

Chris is a Principal and Senior Financial Advisor. In his role as Senior Financial Advisor, Chris works with multi-generational families and entrepreneurs helping them navigate complex financial and planning issues in order to help them achieve their goals.

Before joining WMS, Chris was a Family Wealth Advisor with GenSpring | SunTrust Private Wealth, where he spent 13 years developing extensive relationships with ultra-high net worth families in the Washington D.C. area. Chris provided guidance and coordinated services ranging from estate and tax planning to philanthropic giving and family governance.

Chris is a graduate of the University of Maryland College Park, where he received a bachelor’s degree in economics. Chris is a Certified Financial Planner™ practitioner, as well as a Certified Trust and Financial Advisor. Chris is a member of the Maryland Financial Planning Association, where he is a leader within its local Maryland chapter. Chris has also served as a member of the board and the Chairman of the Membership Committee.

Timeline

  • Senior Financial Advisor, Advisory Team Leader

    Current role

  • Senior Financial Advisor, Principal

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