Chris DeLong
Financial Advisor at Raymond James | Denver, Colorado, United States
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Chris DeLong is a seasoned Financial Advisor at Raymond James, where he specializes in providing comprehensive wealth management services tailored to the unique needs of corporate executives, high net worth individuals, and retirees across the United States. With a keen focus on financial planning and portfolio management, Chris leverages his extensive expertise to help clients navigate the complexities of their financial landscapes. His practice is particularly distinguished by his proficiency in consulting with employees of Fortune 500 companies on their equity compensation awards, including stock plans and 10b5-1 plans.
In his role, Chris emphasizes the importance of personalized financial strategies that align with each client's goals and risk tolerance. He is adept at guiding clients through the intricacies of equity compensation, including Section 16 and Rule 144 regulations, ensuring they make informed decisions that maximize their financial outcomes. His commitment to education and transparency empowers clients to understand their options fully, fostering a collaborative relationship built on trust and integrity.
Key projects in Chris's portfolio include developing tailored financial plans that integrate investment strategies with tax-efficient wealth accumulation and retirement planning. By staying abreast of market trends and regulatory changes, Chris ensures that his clients are well-positioned to capitalize on opportunities while mitigating risks. His holistic approach to wealth management not only addresses immediate financial needs but also lays the groundwork for long-term financial security and growth. As a member of Raymond James, Chris is dedicated to delivering exceptional service and results, making a meaningful impact on the financial well-being of his clients.
Financial Advisor at Raymond James in June 2019 to Present
Financial Advisor at Bridgerock Capital in November 2016 to June 2019
Financial Advisor at Morgan Stanley in March 2014 to November 2016
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Missouri State University, Master of Business Administration, Finance, October 2026
Missouri State University, Bachelor of Science, General Business, October 2026
Santa Clara University
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Financial Planning
Stock Plans
Equity Compensation
10b5-1 Plans
Section 16
Rule 144
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Discover more about Raymond JamesWhat is Chris DeLong email address?
Email Chris DeLong at [email protected] and [email protected]. This email is the most updated Chris DeLong's email found in 2026.
What is Chris DeLong phone number?
Chris DeLong phone number is 417-885-1642.
How to contact Chris DeLong?
To contact Chris DeLong send an email to [email protected] or [email protected]. If you want to call Chris DeLong try calling on 417-885-1642.
What company does Chris DeLong work for?
Chris DeLong works for Raymond James
What is Chris DeLong's role at Raymond James?
Chris DeLong is Financial Advisor
What industry does Chris DeLong work in?
Chris DeLong works in the Financial Services industry.
Chris DeLong Email Addresses
Chris DeLong Phone Numbers
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