Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
Most successful people spend their valuable time focusing intently on creating and building wealth, but oftentimes, managing wealth and success can be daunting, laborious, and distracting from one’s career and family time.
Christopher Lussier recognizes this in his clients and works hard every day on their behalf, providing them with more time and mental capacity to focus on what truly matters – their families and careers. That objective has naturally enabled Lussier to specialize his thriving practice to work with business owners and corporate executives.
Lussier began his career in wealth management in 2011, when he joined the ELM Wealth Management Group at UBS Financial Services. He worked there until 2015, when he and his team joined Raymond James. He graduated in 2010 with a Bachelor of Science degree in International Business (2010), with dual concentrations in management and finance, from Bryant University in Smithfield, RI.
Lussier was raised in Spencer, MA. Today, he and his wife, Farrah, live on a farm in Cumberland, RI. They have three daughters – Juliette, Coralie, and Isabelle – as well as several family dogs. For fun and relaxation, he enjoys spending time with family and friends, as well as traveling, watching movies, listening to audio books, and playing golf.
1 Mercantile St., Suite 720, Worcester, MA 01608
508 365 1047
christopher.lussier@raymondjames.com
linkedin.com/in/christopherlussier-elm
elmwealthmanagement.com
Christopher Lussier
First Vice President, Wealth Management
ELM Wealth Management Group of Raymond James
Read on
Special Report
Home
Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
Read on
Special Report
Home
Bio
Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2011–2015
2015–present
2023–
present
2018
2020–2023
UBS Wealth Management
January 2015–February 2015: Financial Advisor
February–September 2015: Account Vice President, Wealth Management
2011–
2015
Raymond James
September 2015–September 2020: Associate Vice President, Investments
October 2020–October 2024: Vice President, Wealth Management
October 2024–present: First Vice President, Wealth Management
2023: Named one of AdvisorHub’s Advisors to Watch
2024: Received the following awards: AdvisorHub Advisor to Watch, Forbes Best-in-State Top Next-Gen Wealth Advisor, InvestmentNews Rising Star
2015–
present
December 2023–present: President, Women’s Advisor Council at Commonwealth Financial Network
2023: Recognized as Notable Leader in Banking and Finance by Twin Cities Business Journal
2023–
present
Became a Principal at Johnson Investment Counsel, recognizing his contributions to the firm
2018
Promoted to Director, Portfolio Manager, Principal in 2020, and most recently to Managing Director, Portfolio Manager and Principal in 2023
2020–
2023
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
sales@icapitalnetwork.com
Disclosure
Raymond James’ AMP Achiever’s Club membership is awarded to Financial Advisor Trainees with 0–8 years of service to the firm. Qualifications are based on current Advisor Mastery Program production and anniversary goals. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
info@exit59advisory.com