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Christopher D. Chappell
Christopher D. Chappell
Vice President - Wealth Management
Guided Portfolio Manager
370 17th St.
Suite 2800
Denver, CO 80202
tel: 303-572-4877
toll free: 800-719-7086
fax: 303-825-4407
Email Me
Welcome Honors Education Services Associations Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Honors and Recognitions
  • Olympic Torch Bearer
  • Keynote Speaker for Civic Organizations
  • President's Volunteer Service Award
  • TED (Technology Entertainment Design)
    Speaker & Member
  • 15 Year Dedicated and Loyal Service Award
  • Member of SAR (Sons of The American Revolution)
Education and Licensing
  • BS - Business Administration, 1985
    Rider University
    Lawrenceville, NJ
  • Guided Portfolio Management Program
    Smith Barney
  • Series 7 - General Securities License
  • Series 8 - General SEC Sales Supervisor
  • Series 10 - General Securities Sales Supervisor-General Module
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Long Term Care Insurance Licensed
Services
  • Asset Management
  • Business Planning
  • Estate Planning
  • Financial Planning
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Retirement Planning
  • Wealth Management
  • Fixed Income
  • 529 Plans
  • Philanthropic Services
Associations
  • Craig Hospital
    Peer Mentor Group / Foundation Member
    Denver, CO
  • Recording For The Blind & Dyslexic
    Volunteer
  • Christopher Reeve Foundation
    Ambassador Program
Business Experience
  • 1992 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Denver, CO
  • Experienced in the Financial Services Industry Since 1987
Bulletin Board
  • If you would like us to evaluate your equity portfolio to determine which stocks are appropriate for you, please call or schedule an appointment.
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
Christopher D. Chappell is licensed in the following state(s): AK, AZ, CA, CO, CT, FL, GA, IA, IL, KS, MA, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, PR, TX, UT, VA, VT, WA, WI, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

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