Christopher J. McGarvey, CFP®

Christopher J. McGarvey, CFP®

Chris McGarvey is a Partner and Wealth Advisor at Waverly Advisors. He has been with the firm since December 2022, when Wall Advisors, LLC merged with Waverly. Chris grew up in Fort Lauderdale, FL and came to Lakeland to pursue a B.S. in Finance at Southeastern University. After graduation he started his financial career as a client manager at T. Rowe Price in Tampa, FL. Chris has experience in retirement and portfolio planning as well as knowledge in a variety of investment vehicles. He received the CERTIFIED FINANCIAL PLANNER™ Practitioner Certification in December 2018. As a CFP®, Chris focuses on financial planning and portfolio management.  Outside of the office, Chris serves in various community organizations and his local church. Chris and his wife Paola reside in Lakeland with their three children Maya, Valentina, and CJ.

Education

  • Bachelor of Science in Finance- Southeastern University, Lakeland, FL

Community Involvement

  • Access Church Lakeland
  • Leadership Lakeland Class 37
  • Lakeland Kiwanis Club
  • Options for Women Pregnancy Help Clinic, Board Member
  • Emerge Lakeland, Past Treasurer
  • United Way of Central Florida, Community Investment Team

Ask Me About

  • Retirement Planning
  • Investment Management
  • Charitable and Family Gifting
  • How I met my wife
  • My favorite outdoor sport

 

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