![]() He is also a Freemason at the Joseph Webb Lodge and Member of the Union Club of Boston. He earned a BS in Business Management from Bentley University and holds a Chartered Retirement Planning CounselorSM (CRPC ®) designation.Īway from the office, Robert is an avid sailor. To meet the rigorous pre- and post-certification requirements to attain his CFP ® designation, Robert had to complete approved educational programs, pass exacting exams, and meet stringent experience requirements. He began his career in the financial services industry at Morgan Stanley. Prior to starting Wellesley Private Advisors, he was a Financial Advisor at UBS and CFP ® professional at Merrill Lynch. For advisory accounts, he also monitors progress toward reaching financial goals and makes necessary adjustments to his recommendations. With a clear understanding of a client’s current financial situation, Robert then executes approved plans designed to help achieve well-defined objectives. This includes assets, liabilities and cash flow, current insurance coverages, and investment and tax strategies. As a Partner who holds the CERTIFIED FINANCIAL PLANNER™ (CFP ®) certification, he helps analyze every aspect of his clients’ financial lives. Robert focuses on providing specialized investment planning advice to high-net-worth families by collaborating with his clients to create long-term, diversified investment strategies. He helps create multigenerational financial strategies, pre- and post-retirement planning, education funding, and 401(k) services. Robert aims to offer his clients and their families personalized, goals-based investment planning to help guide them through key periods of transition throughout all stages of life: accumulation, distribution, and legacy. ![]() Robert Edmunds is a Partner and Branch Manager at Wellesley Private Advisors and has nearly 20 years of experience in the financial services industry. He lives in Acton, MA, with his wife, Karyn, and identical twin daughters, Emma and Grace. In his free time, Christian enjoys golf, skiing, scuba diving, and fishing. He also served on the Board of Governors for the Scottish Rite Learning Center for Dyslexic children. Paul's Royal Arch Chapter and the Boston Council of Royal and Select Masters. He has also completed coursework to meet ongoing professional education requirements.Ĭhristian is an active Mason and Past Master of Mt. In addition, Christian holds the industry designation of Certified Retirement Planning Counselor℠ (CRPC ®). He holds Series 7, 63, and 65 securities registrations, as well as life and annuity licenses for the state of Massachusetts. Prior to becoming a Partner at Wellesley Private Advisors, Christian was a Vice President, Investments at UBS Financial and previously worked at Tucker Anthony, where he began his career in the financial services industry.Ĭhristian is a graduate of the University of Massachusetts at Amherst. By working to help clients recognize and anticipate these challenges, he can help them prepare for what's ahead and strive to provide financial guidance necessary to help keep their investment plan on track. His highly dedicated client service approach focuses on utilizing his extensive knowledge and the deep resources of the practice working to deliver results-driven, holistic investment planning services to address the comprehensive financial affairs of a select number of families.Ĭhristian understands that life transitions and key events - such as marriage, job changes, education planning, disability, divorce, retirement, and loss of a spouse - often come with distinct hopes or concerns about the changes that may be encountered in the future. Christian can meet with you to review your plan as needed. ![]() Christian works with his clients to identify their specific financial goals and values, and follows through with design and implementation of a strategic plan. Christian Parker is a Partner at Wellesley Private Advisors and has more than 20 years of experience in the financial services industry. ![]()
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