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Business Profile: Financial advisor Christopher Stevenson designs client-centric strategies  

by | Feb 6, 2023 | Business, Featured

Christopher Stevenson

Christopher Stevenson lives in Hopkinton with his wife, Kaila, and their golden retriever, Mia.

Prior to becoming a financial advisor with Edward Jones, Christopher Stevenson worked in small business retirement plan sales for a large company. He hoped to work for himself one day but didn’t expect what the catalyst would be for such a career change.

“My father, right before I came to Edward Jones, passed away from liver cancer,” Stevenson shares. “He retired, and then two weeks later his doctor told him he had two months to live.” In conversations prior to his passing, Stevenson’s father, Robert, shared that he regretted never working for himself. “He’s the reason why I came to Edward Jones,” Stevenson says.

Edward Jones “embodies the small business and entrepreneurial spirit,” Stevenson says, and as a financial advisor, he’s driven by a desire to help clients meet their financial goals and live fulfilling lives. Stevenson offers full-service financial advising and planning for a wide range of clients. “I’ll talk to anybody, whether you have $1 or a million dollars,” he says. “If you have a question about finances, I’m happy to be a resource.”

Some of Stevenson’s focus areas include business retirement plans, intergenerational planning, retirement savings strategies and college planning. He’s also passionate about sharing his expertise with the public. “I love to host both virtual and in-person workshops,” Stevenson says, “whether it’s on Social Security, Medicare, investing or small business ownership. I’m really driven by educating people; that lights me up.”

Stevenson says that the arrival of any life-changing event can be a good reason to work with a financial advisor, whether that means marriage, the birth of a child or buying or selling a home. It’s also important for young people to start financial planning early, he says, so that they have a solid foundation.

While Stevenson stresses the importance of financial management, he also urges clients to live in the present. “My father had this big nest egg and was never able to use it or enjoy it or anything like that,” Stevenson says. “So when I’m talking to people about savings, budgeting and finances, I emphasize that we also have to live our lives.”

There is no fee to have an initial conversation with Stevenson, nor does he require asset minimums. “I want to hear clients’ stories, and I want to know more about them, he says. “Obviously, I want to do what’s right for my clients, so making sure they’re comfortable and understood, that’s my main focus. This industry is not geared toward that — it’s usually been about sales or ‘Wolf of Wall Street’ — so I’m trying to break that status quo.”

Stevenson lives and works in Hopkinton, so serving his neighbors well and being active in the community is important to him. He is involved with several groups, including the Chamber of Commerce, Hopkinton Freemasons, the American Liver Foundation and the Walk to End Alzheimer’s. Stevenson also is a member of the Hopkinton Running Club and has run the Boston Marathon three times and eight marathons in total.

To schedule an appointment, call 774-991-0781 or email Christopher.Stevenson@edwardjones.com.

Business Profiles are advertising features designed to provide information and background about Hopkinton Independent advertisers.