Chris Branton is an Accredited Asset Management Specialist^® with deep expertise in alternative investments, portfolio management, and trust and estate planning. He holds a Bachelor of Business Administration in Finance, with a minor in Economics, from the Cox School of Business at Southern Methodist University.

Chris began his career in New York City as an Analyst at Nomura, later returning to Dallas to join Alex. Brown – Raymond James as a Client Advisor. He is currently pursuing his MBA at Duke University’s Fuqua School of Business, where he earned a place on the Dean’s List—an honor awarded to students in the top percentile of the class.

Beyond his professional pursuits, Chris is an active member of The Touchdown Club of Dallas, a philanthropic organization dedicated to supporting early childhood education for children with intellectual and developmental disabilities. In his free time, he enjoys golfing, hiking, and spending quality time with his wife, Margot, their son, Duke, and their dog, Leo.

Individuals who hold the AAMS^® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements. The designation is administered through The College for Financial Planning.