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Chris Bidwell
Chris Bidwell
Consulting Group
Vice President - Wealth Management
Senior Investment Management Consultant
Corporate Client Group Director
Financial Planning Specialist
110 North Main Street
Suite 1100
Dayton, OH 45402
tel: 937-223-4018
toll free: 800-223-0644
fax: 937-223-4010
Email Me
Welcome Education Honors
Welcome

I’d like to help you and your family realize your financial goals by providing personalized service and wealth management advice from a variety of sophisticated resources. I’ll focus my experience, philosophy and resources on one objective: to help you manage your financial picture wisely. I am committed to providing you a variety of value-added services including:

     - Tailoring a wealth management program to fit your personal objectives
     - Helping you understand and manage risks that accompany your situation
     - Offering personalized services with courtesy and responsiveness
     - Developing a long-lasting relationship with you through integrity, confidentiality and accountability
Education and Licensing
  • Certified Retirement Plan Professional (PRP)
    The Plan Sponsor Institute
    New York, NY
  • Financial Planning Specialist Designation
    Smith Barney
  • Certified Investment Management AnalystSM
    Wharton School of Business
    Philadelphia, PA
  • Certified Investment Management ConsultantSM
    George Washington University
    Washington D.C.
    Chartered Retirement Planning Specialist (CRPS)
  • Corporate Client Group Director
    Smith Barney
  • Senior Investment Management Consultant,
    Consulting Group Graduate School of Investment Management
    Dallas, TX
  • Accredited Investment Fiduciary Auditor (AIFA) Program
    University of Pittsburgh
    Katz Graduate School of Business
    Pittsburgh, PA
  • Master of International Management - Finance
    Thunderbird (American Graduate School of International Management)
    Phoenix, AZ
  • B.S. - College of Architecture and Environmental Design
    Arizona State University
    Tempe, AZ
  • Annuity, Long Term Care & Life Insurance Licenses
  • Portfolio Manager Certified
  • SB Corporate Retirement Plan Regional Coordinator and Qualified Retirement Plan Consultant
Honors and Recognitions
  • 2008 Presidential Volunteer Service Award Winner for 100+ Hours of annual volunteer activities with various Regional Non-Profit Organizations such as Big Brothers Big Sisters, The Culver Educational Foundation and participating in Junior Achievement in order to Teach Elementary Students Basic Principles of Money.
  • One of a small number of professionals in Ohio to earn the Certified Retirement Plan Professional Designation (PRP) from the Plan Sponsor Institute in New York, NY
  • Part of a small elite group of professionals in Ohio as an Accredited Investment Fiduciary Auditor
  • One of only a small number of people in the United States to have earnedboth the Certified Investment Management ConsultantSM (CIMC) and CertifiedInvestment Management Analyst (CIMA) Designation
  • Awarded 4 John F. Miller Academic Scholarships while at Arizona State University
  • While earning a Master Degree majoring in International Finance, selected as one of a few students to study under Sir Patrick Duffy (Former President of N.A.T.O. and Member of British Parliament in House of Commons)
  • Selected to Appear in the Following Media Circles:CNN Radio, NBC Today Morning Show, Regional Newspapers, and multiple industry periodicals such as Plan Sponsor Magazine and Financial Planning Magazine
Bulletin Board
  • The finest compliment we can receive is a referral from our friends and clients.
  • For information about upcoming seminars and events that may be of interest to you or someone you know, see Seminars and Events listed on the right-hand side of this web page.
Chris Bidwell is licensed in the following state(s): AZ, CA, FL, GA, IA, IL, IN, KY, MI, NJ, NY, OH, PA, SC, TN, VA, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

On the Markets (pdf)

IRA Rollover Guide (pdf)

The Citi PULSE Monitor - Market Outlook (pdf)
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