Heritage Financial Consultants is pleased to announce the appointment of Christopher Ruby as Director of Business Development & Advisor Experience. In this strategic leadership role, Chris is responsible for driving advisor recruitment and ensuring a smooth, successful transition for new advisors joining the firm.

Chris’s focus is on strengthening Heritage’s advisor-centric culture, empowering both new and existing advisors to better serve their clients through enhanced efficiency, support, and resources. His efforts directly support the firm’s commitment to delivering comprehensive financial planning with excellence and care.

Prior to this role, Chris served as Chief Operating Officer (COO) for the firm, where he played a pivotal role in operational strategy and growth. His career in the financial planning industry began in 2010 at Heritage as an Associate Planner. Over the years, he has gained experience running his own financial planning practice and expanded his expertise while leading the client service team in the private client group at T. Rowe Price.

Chris holds a bachelor’s degree in finance and an M.B.A. from Florida State University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner and an active member of the Baltimore Estate Planning Council.