Chris Branton is an Accredited Asset Management Specialist^® with expertise in alternative investments, tax-aware portfolio construction, and trust and estate planning. He earned a Bachelor of Business Administration in Finance, with a minor in Economics, from the Cox School of Business at Southern Methodist University and an MBA from Duke University’s Fuqua School of Business, where he was recognized as a Fuqua Scholar (top 10% of class), named to the Dean’s List, and selected as a Class of 1987 Merit Scholar.

Chris began his career in New York City as an Analyst at Nomura before returning to Dallas to join Alex. Brown - Raymond James as a Client Advisor.

He is an active member of The Touchdown Club of Dallas, a philanthropic organization supporting early childhood education for children with intellectual and developmental disabilities. Outside of work, Chris enjoys golf, tennis, and spending 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.