Chris Key
LPL Financial Advisor and Managing Partner at Acera Wealth Management | Smithfield, North Carolina, United States
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Chris Key serves as a LPL Financial Advisor and Managing Partner at Acera Wealth Management, where he leverages his extensive expertise in strategic financial planning to empower clients across North Carolina. With a focus on addressing the three pivotal questions that shape financial futures—“Will I make it?”, “Do I have any financial blind spots?”, and “How do I transition my estate or business to my beneficiaries?”—Chris meticulously reviews every aspect of his clients' financial lives. His holistic approach encompasses retirement planning, investment strategies, and asset allocation, ensuring that each client receives tailored advice that aligns with their unique goals and circumstances.
At Acera Wealth Management, Chris is deeply committed to the firm’s core principles of Integrity, Service, and Relationship, which guide all interactions with clients and the community. His role involves not only providing wealth planning and investment services but also fostering long-term relationships built on trust and transparency. Chris is particularly adept at navigating complex financial landscapes, utilizing his knowledge of 401(k) plans, mutual funds, and the Uniform Combined State Law to craft comprehensive financial strategies.
Key projects under Chris's leadership often include developing customized retirement plans that address both current needs and future aspirations, as well as facilitating smooth transitions for clients' estates and businesses. By identifying and mitigating financial blind spots, he empowers clients to make informed decisions that enhance their financial well-being. With a passion for helping individuals and families secure their financial legacies, Chris Key stands out as a dedicated advocate for his clients’ financial success.
LPL Financial Advisor and Managing Partner at Acera Wealth Management in December 2010 to Present
Financial Advisor at Edward Jones Investments in June 2004 to December 2010
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Strategic Financial Planning
IRAs
Retirement
401k
Fixed Annuities
Series 7
Retirement Planning
Wealth Accumulation
Investment Strategies
Asset Allocation
Long-term Care
Estate Planning
Uniform Combined State Law
Mutual Funds
Wealth
Small Business
Portfolio Management
Financial Planners
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What is Chris Key email address?
Email Chris Key at [email protected]. This email is the most updated Chris Key email found in 2026.
What is Chris Key phone number?
Chris Key phone number is +19199349457.
How to contact Chris Key?
To contact Chris Key send an email to [email protected]. If you want to call Chris Key try calling on +19199349457.
What company does Chris Key work for?
Chris Key works for Acera Wealth Management
What is Chris Key's role at Acera Wealth Management?
Chris Key is LPL Financial Advisor and Managing Partner
Chris Key Email Addresses
Chris Key Phone Numbers
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