Chris Davidson serves as Senior Vice President for IHT Wealth Management, overseeing management of client assets while engaging professionals and business owners in growing and protecting wealth. Chris experience allows him to adhere to a disciplined process that delivers a highly customized wealth management experience.
In March of 2017, Chris joined LPL Financial, the nations largest Independent Broker/Dealer (as reported by Financial Planning Magazine, June 1996-2018 based on total revenue) to bring even more resources and capabilities to his clients. At LPL, Chris acts as a fiduciary on his clients behalf, and serves as both a CERTIFIED FINANICAL PLANNER™ Practitioner and a Chartered Retirement Planning Counselor® for his clients.
Chris takes time to gain knowledge of what each of his clients value most, Chris is able to help establish clear objectives, develop appropriate strategies, recommend solutions, and coordinate with his clients other professional advisors to bring a truly comprehensive approach to financial planning. Chris conducts regular reviews to monitor clients progress toward their goals and ensure consistency with any changes that may take place in their lives or their business.
Chris earned his Bachelors of Science in Finance from the University of South Florida in 2007. Chris then began his career at Ameriprise Financial, one of the nations leading financial planning firms. During his time at Ameriprise, Chris helped hundreds of individuals, families, and entrepreneurs achieve their goals in addition to earning many of Ameriprises top accolades. Chris also spent several years in leadership and was recognized as one of the top 10 branch managers in May 2016 by On Wall St. Magazine.
Chris is an avid golfer, having won and placed top 3 in several Florida State Golf Association one-day tournaments throughout Florida. Chris lives in Tampa, FL with his wife Sasha and two sons, Bryce and Dax.
- CFP™ CERTIFIED FINANCIAL PLANNER PRACTITIONER
- CRPC™ Chartered Retirement Planning Counselor
- Finra Series 7 General Securities License
- Finra Series 66 Investment Advisor Representative
- Finra Series 24 General Securities Principal
- FL 2-15 Life, Health, & Variable annuity Insurance License
CRPC® conferred by the College for Financial Planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Boards initial and ongoing certification requirements.
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*According to SmartAsset 08/22