Meet Christopher
Chris Gleason is a dedicated financial advisor focused on assisting pre-retirees in optimally positioning their assets as they prepare to switch from an accumulation to a distribution strategy. He holds both his Series 7 and Series 65 registrations and is a passionate advocate for the small business community, placing special emphasis on their needs in his practice.
Chris has both a Bachelor of Arts in communications and a Master of Art in educational leadership from Northwestern State University. He combines his years of experience in the financial world with a commitment to client service, he vows to return every single phone call he receives.
A Baton Rouge native, Chris is very active in the local tennis community, reads voraciously, and enjoys spending time outdoors, hiking and fishing as often as possible. He’s happily married—except when he has to do dishes—to his wonderful wife, Amy, and is the proud stepfather to two amazing young adults, Riley and Caleb.
Although he’s experienced with an array of investment strategies, Chris favors time-honored and sensible strategic choices. He’s not the person to call with the hottest new stock tip, but he will be happy to work with you on designing your ideal retirement.
