Chris Demarest, CFP®

Wealth Advisor

Bio

A New Jersey native and current resident of Raleigh NC, Christopher has been in the financial services industry for over 20 years. Christopher was recruited directly from graduate school in 2004 to become a financial advisor at American Express Financial Advisors (which became Ameriprise Financial). He progressed by building his practice as well as becoming an advisor coach, helping lead new advisors to start their careers. He continued his journey at Ameriprise as a member of Morris Retirement Advisors, a private wealth advisory practice at Ameriprise Financial. He joined Socratic Wealth Advisors as a founding member in 2017. The opportunity to begin his own branch was one he could not pass up, and in 2019 started his own office of Blackbridge Financial, with an office a few miles from home.

Chris holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation he achieved in 2007.

In 2012, Chris married his wife Emily and the two moved to Raleigh from Boston, where they now live with their two young sons Teddy and Holden. Chris has a passion for coaching college lacrosse, which started in 2002. Having coached at multiple levels, including as the Head Coach of the NC State Wolfpack, he now focuses his coaching energy on the athletic adventures of his two young sons.  In his free time, he roots for the New York Giants, New Jersey Devils, and the Tottenham Hotspurs. 

cdemarest@bbridgefin.com

984.200.2185

5500 McNeely Drive, Suite 201, Raleigh, NC 27612

schedule an appointment

Affiliations

Education

u.s. lacrosse board, nc chapter executive board

centenary university, b.s. business administration 2002, mba global management 2004

Services Include

but are not limited to

retirement income
planning

INVESTMENT 
MANAGEMENT

asset
allocation

LONG-TERM
FINANCIAL PLANNING

401(K) ROLLOVER
SERVICES

Licenses & Registrations

Series 7
Series 66
Securities Registration States:

Series 7:
General Securities Registered Representative
Held with LPL Financial

Series 66:
Uniform Combined State Agent
Held with LPL Financial and Independent Advisor Alliance

Securities Registration States:
DE, FL, MT, NJ, NY, NC, OR, PA, VA

General Securities Registered Representative
Uniform Combined State Agent
DE, FL, MT, NJ, NY, NC, OR, PA, VA

Held with LPL Financial 

Held with LPL Financial and Independent Advisor Alliance



check my background with finra