Christopher A. Klimash – 2015
Retirement Advisor, Senior Investment Analyst
Chris’ primary focus is personal retirement income planning and individual investment management. He provides wealth management consistently through five steps: understanding, analysis, solutions, delivery, and commitment. Chris understands the importance of “equal but different” solutions in both the accumulation and distribution phases of life. This process results in an investment plan that strives to take advantage of every opportunity for growth, while protecting our clients’ wealth from undue risk. As a Senior Investment Analyst, Chris is responsible for most of the firm’s day-to-day trading and investment research, used here at Lebel & Harriman.
Chris joined Lebel & Harriman after 15 years of Personal Wealth Management service. While working at Morgan Stanley and Royal Bank of Canada, Chris was responsible for the life and wealth planning needs of his clients.
Chris holds Series 7, 66, 31, and 3 licenses, as well as Life & Health Insurance licenses.
Chris has spent most of his life in Maine and graduated from the University of Maine with a degree in Economics.
Chris dedicates numerous hours each year to youth sports in Brunswick. When not working or coaching, he enjoys spending time with his family recreating in our great state.