Chris Barrett

Chris Barrett is a Wealth Advisor with Prosperity. With nearly a decade of experience, Chris works with individuals, families, and businesses to develop personalized financial planning strategies. He helps clients harmonize investment, retirement, and corporate equity decisions into cohesive plans that align with financial goals. 

Chris takes a holistic approach to advising, providing comprehensive support that spans individual wealth management and corporate planning. A key focus of his work is helping clients navigate equity-based financial decisions, like restricted stock units, non-qualified stock options, and incentive options to ensure they are seamlessly incorporated into broader financial strategies.  

Before joining Prosperity, Chris was a Partner and financial advisor with The Bolotin Financial Group, a Boston-based wealth advisory firm. 

Credentials & Education

• FINRA Series 7 & 66

• University of Massachusetts, Amherst Isenberg School of Management: BBA, Finance 

Affiliations

• Boston Bruins Foundation