Private Wealth Management

Chris Wiltse

Senior Vice President

Direct: (901) 681-1325

Philosophy & Approach

Chris has been a member of Stephens Private Client Group since 2011 and has over 35 years of industry experience.  When discussing his approach to wealth management, Chris states, “A successful wealth management plan takes into account various factors, such as risk tolerance and growth expectations. In addition, when developing a balanced portfolio, I consider stocks with reasonable growth rates, income producing stocks, and bonds that reduce volatility.” He believes this mix allows him and his clients to better navigate market fluctuations and life events.

Chris is supported by Vanessa Etheridge, a registered sales assistant since 2008. With more than 15 years of administrative experience, Vanessa is an integral part of the team.

Experience & Education

Prior to joining Stephens as a Senior Vice President, Chris worked at Dean Witter Reynolds, Inc., which later became part of Morgan Stanley.

Chris graduated with a Bachelor of Arts degree in Political Science from the University of Oklahoma in Norman.  He received a Master of Arts in Community Leadership and Public Administration from Central Michigan University. He also completed Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University.

Personal

Over the years, Chris has been active in his community. He currently volunteers for the FedEx St. Jude Classic Golf Tournament as Chairman of the locker room committee. He previously served on the board and as Treasurer of the Memphis and Shelby County Humane Society, the Memphis Oral School for the Deaf on the development and community awareness committee, and the distribution committee for the Memphis United Way.

Chris and his wife, Emily, have four children. In his spare time, he enjoys reading and golf.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

For Retail Investors: Form CRS

(800) 643-9691 | Member NYSE, SIPC

© 2020 Stephens Inc. All rights reserved.