Chris Steinl

Chris is a Senior Associate Wealth Advisor in the Beacon Pointe Greensboro office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Chris works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling, and is passionate about ensuring clients successfully transition wealth to the next generation. Prior to joining Beacon Pointe, Chris spent nearly five years in Healthcare Investment Banking with Wells Fargo Securities in Charlotte, NC. In this role, he helped advise public and private healthcare companies on strategic mergers and acquisitions, capital raising initiatives, and other complex financial transactions. Before beginning his career at Wells Fargo Securities, Chris graduated summa cum laude from Wake Forest University with a B.S. in Finance. Originally from Greensboro, NC, Chris and his wife, Mary, returned home to be closer to family and friends while putting down roots in the community. Outside of the office, Chris enjoys traveling, cheering on the Wake Forest Demon Deacons, and spending time outdoors with his wife and their Golden Retriever, Duck.