Christopher Prevette, CFA®

Wealth Advisor

Bio

For over 30 years, Christopher Prevette has striven to support his community and advance the financial services industry while raising three children and attaining the CFA® charter. He spends his time working in manager analysis, QDIA analysis and tracking, emerging investment trends, and investment management practice along with market and economic forecast. As director of investment strategy at his firm, he is held to a fiduciary duty and has full discretionary capacity. Christopher specializes in institutional retirement, personal retirement, and small businesses.

As an institutional investment consultant, Christopher determines the investment objectives that clients have and discerns their realistic risk tolerance. He strives to optimize for return and cost when working toward his clients’ objectives. As a CFA® charter holder, he is held to a strict code of conduct and standard of care which includes among several things, duties to clients and employers, professionalism, integrity of capital markets, and disclosing conflicts of interest.

A native of Elkin, NC, Christopher has resided in Charlotte with his wife Paige and their three boys since 1990. Before becoming an advisor, he worked in marketing and as a restauranteur. He lends his time to the Charlotte Cardinals Rugby Club and Sovereign Grace Church outside of the office. In his free time, he enjoys reading, music, and exercise. 

4777 Sharon Rd, Suite 540, Charlotte, NC 28210