"My goal is to work with a client's total financial situation, with an understanding of the client's goals and dreams, to craft a strategy that provides the greatest opportunity for success while minimizing the risk."
Chip Crain has used this philosophy for more than 20 years, working closely with families to offer comprehensive financial planning and asset management. He addresses all aspects of retirement, education and estate planning when recommending appropriate financial strategies to clients. Chip earned his Certified Financial Planner™ designation in 2003 and is licensed to manage investments using stocks, bonds, mutual funds, ETFs, closed-end funds and annuities. He currently serves as Chairman of the Financial Planning Association of Greater Memphis.
Chip joined Wunderlich Securities as a Financial Advisor in 2007. Prior to Wunderlich, he was Vice President-Investments at Smith Barney, earning membership in the Blue Chip Council. Chip attended Southern Methodist University and received his BA in Finance from The University of Memphis and an Executive Degree in Financial Planning from Christian Brothers University.