Christopher J. Estevez, Sr., CFP?

First Vice President -Accredited Wealth Manager- Financial Advisor

Our Mission

Chris? team provides Wealth Management for individuals and businesses. His highly experienced team will work closely with you to offer a set of personalized value added solutions designed to help you accumulate, protect, earn income from and transfer your wealth in a manner that is consistent with your goals. Our mission is to help create financial security and peace of mind for our clients. Client?s benefit from our customized approach to wealth management since it helps address their current financial needs and achieve their long-term goals.


Chris began his financial services career in 1985 with the Irving Trust Company. Prior to joining RBC Wealth Management in 2004 he was a Financial Advisor with Morgan Stanley. Chris graduated from Pace University in 1986 with a Bachelor of Arts degree in Finance. He is also a graduate of Fairleigh Dickinson University?s College of Financial Planning. Chris obtained his Certified Financial Planning designation in 2004. He is also a graduate of the Estate and Wealth Management Institute at Michigan State University, where he earned the Accredited Wealth Managers designation in 2006.

In 2011 and 2012, Chris was recognized by New Jersey Monthly Magazine in it’s selection of “New Jersey Wealth Managers.” The award is given to the top advisors in the area who score the highest in overall satisfaction. The advisors are evaluated by current clients, their peers, regulatory compliance reviews and Blue Ribbon Panel Reviews. Less than 7% of financial advisors in the area earn the award.

These designations enable Chris to assist his clients in all facets of wealth management. Chris holds the Series 7, 63, 65 and 31 licenses. In addition he is licensed to provide Life and Long-term care insurance in NJ, NY, PA, FL, and AL.


Chris resides in Howell, NJ, with his wife, Annette, and his two children, Chris, Jr. and Danielle. Chris serves on the Howell Township Planning Board as the Chairman. He is also a past member of the township?s Land Preservation Taskforce. He is the Past President of the Howell Optimist Club where he is still active and the Past President of the International Management Council, Raritan Chapter. He is also an Assistant Scout Master of Boy Scout Troop 258 Howell. Chris is an avid outdoorsman and enjoys coaching a variety of youth sports.