16. /PRESS RELEASE – CHRISTIAN K. PRUITT Professional Designation.
Chris Pruitt is a personal friend and colleague of more than ten years and I have personally observed (in him) a level of professionalism most advisors can only aspire to achieve. With extensive experience in C-Suite level planning in both personal and corporate taxes, Chris evokes a level of confidence his clients claim are, “next level.” As the executive of Wellington Capital Reserve, a premier national privatized banking firm, I have recruited and developed over a hundred advisors; Chris Pruitt is among the best I have ever had the privilege of working with professionally. Our firm pursued Chris and was able to retain him as part of our senior leadership team in October of 2023. As an Authorized Practitioner of Circle of Wealth, Chris is uniquely trained to quarterback even the most sophisticated of financial landscapes to provide his clients with a comprehensive and efficient strategy for success. Additionally, many advisors want to be part of Chris’ organization within the Wellington family and benefit from his leadership ability, generosity and passion. I am so proud of what Chris has accomplished and for what he means for our firm as a whole. However, I am most proud to know Chris as a personal friend and colleague, and he and his wife Karen represent an example for all to follow. Congratulations, Chris, on your professional development – receiving your RICP designation positions you in the top 3 percent of all advisors in the country and it is an honor to call you my colleague and my friend.
Cheers! - Scott Crutchfield
Christian K. Pruitt, EA, RICP® is the Retirement Income Certified Professional® at Wellington Capital Reserve. He also serves as Tax & Planning Director.
As a tax accountant, insurance strategist, and financial planning professional, Chris brings over 20 years of experience to the team and considers himself a lifelong student of the financial services industry. He is an authorized Circle of Wealth® practitioner.
Chris’s specialties include income planning, life insurance, wealth transfer and distribution planning, Social Security management, business succession, and long-term care planning. He feels great personal reward when he collaborates with clients in shaping their own financial future. He strives to help clients increase their financial efficiency and build sustainable wealth and retirement income. He has an empathetic ear, having navigated many transitions himself and is eager to share his expertise.
Chris is married to his high school sweetheart, Karen for 37 years. They have two children who are both happily married. Chris & Karen have 5 grandchildren. Chris enjoys cooking, traveling with Karen, chasing his grandchildren around. As a lifelong drummer, Chris is on the worship team for their church.