Image
Chris Price
Vice President
Wealth & Trust Advisor
Phone Number
Email Address
My Office
Branch Address
18 S Main St
Temple, TX 76501
United States
My Information
Chris is a graduate of the nation's only undergraduate Trust program at Campbell University in North Carolina, where he received his BBA in Trust and Wealth Management, an MBA, and a minor in Financial Planning. Chris served in the US Trust, Bank of America Private Wealth Management offices in both Dallas and Kansas City before helping to market and develop a community bank trust department in Dallas. He and his wife, Marybeth, and their six month old son, Jesse, have recently moved back to Texas after being in Columbia, South Carolina, where Chris was managing a small business for his in-laws.
My Expertise
- 401(k) Plans
- Business Succession Planning
- Foundation Asset Management
- Guardianship Services
- Investment Management
- Legacy and Wealth Transfer Management
- Non-Profits
- Oil, Gas and Mineral Management
- Real Estate Management
- Asset Management
- Estate Administration
- Estate Planning
- IRAs
- Legacy & Wealth Transfer
- Personal Financial Planning
- Philanthropic Investments
- Senior Lifestyle Services
- Trust Administration
- Trust Planning
