CHRISTOPHER GLEESON **

CHRISTOPHER GLEESON **

CLU, ChFC, AEP Principal

137 Pennsylvania Ave.
Wayne, PA 19087

Phone: 610-687-8040
Fax: 610-687-8041
E-mail:

 

Chris is a Founding Principal with Trinity Financial Services Inc., an investment advisor representative with Trinity Financial Partners, and a registered representative with NFP Securities, Inc., as well as a life insurance agent.

 

He is a graduate of The Wharton School at the University of Pennsylvania.  He earned the Chartered Financial Consultant designation in 1990, and the Chartered Life Underwriter designation in 1993.  Chris is also an Accredited Estate Planner (AEP) appointed by The National Association of Estate Planners in 1995.  After attending NYU’s Graduate School of Business, he received a Masters Degree of Financial Services from the American College in 2001.

 

Chris is a former board member of the National Association of Estate Planning Councils and served as President of the Philadelphia Estate Planning Council.  He currently serves on the board of International Micro Insurance Agency (an affiliate of Opportunity International).  He is a member of the AALU and the American Society of CLU, ChFC where he previously served as a board member of the Philadelphia Chapter.  In 2009, Chris was recognized by Philadelphia Magazine as one of Philadelphia’s Best Personal Wealth Managers.

 

Chris is an elder at his church in Wayne, Life Member of the Union League of Philadelphia and member of St. David’s Golf Club.  He was a Carrier Aviator in the US Navy.  He has been happily married to Bonnie for over 40 years, has three daughters, all married, and five grandchildren.