Christopher Randazzo, AIF & CRC
Investment Advisor Representative, Branch Manager
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
Chris is energized by building relationships with people to have a deeper understanding of their needs, wants and concerns in order to pursue their goals. Enhancing an individual’s understanding of financial products and services is integral to the decision making process.
“It truly is … All about relationship!”
After receiving a Bachelor’s degree in Finance from Louisiana State University, Chris began his career in the financial services field in January of 1987. Chris holds Series (7, 24, 53, 63, & 65) registrations through Cetera Advisor Networks LLC. He is a licensed Insurance Broker and holds the Accredited Investment Fiduciary, AIF designation.
He is responsible for individual client’s accounts, company retirement plan accounts and serves in a practice development and mentoring capacity for the branch's 22 registered representatives and advisors. His background also includes the field supervision of advisors and registered representatives.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have.
Caryl has worked with Chris as Office Manager since 2008. She has many responsibilities in our branch, including the management of the ever changing ocean of paperwork generated by our business, communication with our advisors throughout the southeast and assisting Chris in maintaining focus.
Caryl has a gift of being able to keep track of the smallest details and has earned the reputation as a ‘go-to’ person in our branch for all things administrative!
She likes organization, administrative work and interacting with people. Her background is in education, where she earned a Master’s Degree from The Citadel and taught high school for 11 years. She also served 17 years in church administration.
Caryl spent 4 years of her youth in Charleston and after 12 years in Pennsylvania, moved back home to the Low Country over 30 years ago. She loves the warmth, beauty and beaches of the Charleston area. When not in the office she enjoys working out, reading and hanging out with her husband, daughter and dog on their dock.