Christopher R. Wills

Christopher R. Wills

Director of Wealth Management

Phone : (631) 218-0077
Email : info@rwroge.com

As the Director of Wealth Management, Chris helps clients to articulate and define their goals and develops financial plans to achieve those goals. He monitors their progress and makes recommendations along the way. Chris is also a key contributor to the Investment Management Committee where he has introduced new risk/performance measurement and reporting systems.

If you did not live on Long Island, where would you choose to live?
Naples, Florida. We have family and friends there, and I love to play golf.

Name an unforgettable place you have travelled?
The Grand Canyon. We hiked all the way down to the Colorado river and back  – a 26 mile round trip.

What types of clients do you particularly enjoy working with?
I enjoy working with clients who look to us for guidance and direction in managing their financial lives.  These clients tend to be very busy and recognize they can’t do it themselves. They truly see the value of building a relationship with a trusted financial advisor.

What’s your favorite quote?
“Every man dies. [but] Not every man [truly] lives.” – William Wallace (from the movie Braveheart)

What is one indulgence you will never forego?
Give me ice cream, or give me death!

What type of music do you listen to most often?
70’s on Seven (XM Radio).

If you weren’t in your current profession, what would you choose to do?
Navy Fighter Pilot.

What’s one movie you could watch over and over again?
Rudy (I’m a big Notre Dame fan).

What was the last meal that truly impressed you?
Maryland Crab Cakes. For someone who grew up in Maryland, there’s just nothing like them.

Tell us something about you that most people don’t know?
I was born in California.  My dad was in the Air Force so we moved from there to Houston, TX, Tampa, FL, Baltimore, College Park and finally to Annapolis, MD. All before my eighth birthday.

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As Director of Wealth Management, Chris focuses on comprehensive financial planning, helping clients define and achieve their unique financial goals. His background as a Certified Public Accountant (CPA), Chief Financial Officer (CFO), Controller, and Financial Analyst (CFA) make him a valuable asset to the firm. Chris is accomplished in multi-generational wealth transfer planning as well as fundamental and technical market analysis.

In his spare time, Chris enjoys bike riding, boating, woodworking and exploring Long Island.

Education:

  • Bachelor’s degree in Accounting with a dual major in Finance with honors from the Smith School of Business, University of Maryland, College Park.

Certifications:

  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)
  • Charted Financial Analyst (CFA®)
  • Although he no longer currently holds the following certifications, he has held:

Memberships:

  • The National Association of Personal Financial Planners (NAPFA)
  • The Financial Planning Association (FPA)
  • American Institute of Certified Public Accountants (AICPA)
  • New York Society of Certified Public Accountants
  • Chartered Financial Analyst Institute
  • New York Financial Analyst Society