Directory

>

Chris Shekell

avatar

Chris Shekell

Managing Partner | Vision Financial Group

City of Rochester, New York, United States

View contact details (it's free)

Chris Shekell

Summary

Chris Shekell is a seasoned wealth management advisor and managing partner with a strong focus on helping clients navigate the complexities of financial planning. With over a decade of experience in the financial services industry, he specializes in tax-efficient investment solutions, estate conservation, and retirement planning. Chris has a unique approach that combines sophisticated software tools with a step-by-step process to educate clients on financial concepts, ensuring they make informed decisions. His commitment to preserving and accumulating wealth has earned him recognition in the industry, including a feature in ThinkAdvisor. Based in Rochester, New York, Chris is dedicated to providing comprehensive financial planning services to individuals, families, and business owners. He holds a Bachelor's degree in Business Management & Finance from Springfield College and is licensed to sell insurance and securities in multiple states. Chris's passion for financial education and client empowerment sets him apart in a competitive field.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Chris Shekell

Work Experience

company logo

Managing Partner at

Flower City Advisory

March 2019 - Present

company logo

Wealth Management Advisor at

Vision Financial Group

March 2017 - Present

company logo

Sales Vice President at

The Pinnacle Group

October 2015 - Present

company logo

Financial Advisor at

Transamerica Financial Advisors, Inc.

June 2014 - October 2015

company logo

Financial Advisor at

Innovative Financial Group, LLC

September 2008 - June 2014

Logos provided by Logo.dev

Chris Shekell

Education

Springfield College, Bachelor's Degree

January 2004 - January 2008

Frequently Asked Questions about Chris Shekell

What is Chris Shekell email address?

Chris Shekell's primary email address is ********@massmutual.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Chris Shekell work for?

Chris Shekell is a Managing Partner at Vision Financial Group, a company specializing in Functions related to depository banking.

Where Chris Shekell graduated from?

Chris Shekell holds a degree in Business Management & Finance from Springfield College.

How can I directly contact Chris Shekell?

To contact Chris Shekell directly, you can use the email address ********@massmutual.com. Complete contact information is available upon registration with Muraena.

Who is Chris Shekell?

Chris Shekell is a seasoned wealth management advisor and managing partner with a strong focus on helping clients navigate the complexities of financial planning. With over a decade of experience in the financial services industry, he specializes in tax-efficient investment solutions, estate conservation, and retirement planning. Chris has a unique approach that combines sophisticated software tools with a step-by-step process to educate clients on financial concepts, ensuring they make informed decisions. His commitment to preserving and accumulating wealth has earned him recognition in the industry, including a feature in ThinkAdvisor. Based in Rochester, New York, Chris is dedicated to providing comprehensive financial planning services to individuals, families, and business owners. He holds a Bachelor's degree in Business Management & Finance from Springfield College and is licensed to sell insurance and securities in multiple states. Chris's passion for financial education and client empowerment sets him apart in a competitive field.

Chris`s contact details

mail

********@massmutual.com

*************@pinnacleifs.com

Colleagues

avatar
Michael Conley

Senior Vice President

View Contact details (it's free)
Request Profile Removal