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Chris Ruby

Chief Operating Officer

About Chris Ruby

Chris serves as the Chief Operating Officer, COO, for Heritage Financial Consultants. Prior to his role as COO, Chris has spent his entire career in the Comprehensive Financial Planning Industry. He began his career at Heritage in 2010 as an Associate Planner. Chris also gained experience running his own financial planning practice for a few years. After working for T. Rowe Price, where he managed the client service team in the private client group, he re-joined Heritage.  Chris brings a unique perspective to his current role from his experience with Heritage, having his own practice, and working for a Fortune 500 company.

Chris earned his bachelor’s degree in finance and his M.B.A. from Florida State University. He obtained a certification as a CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®) and is a current member of the Baltimore Estate Planning Council.

Chris resides in Cockeysville, Maryland, with his wife and three sons. He is an avid traveler and enjoys trying new restaurants.

Certifications

 

  • Investment Advisor Representative 
  • Series 7 & 66 registered 
  • Life and Health insurance licensed
  • CERTIFIED FINANCIAL PLANNERTM practitioner 
Education

 

  • B.S., Florida State University 
  • M.B.A., Florida State University
Hobbies

 

  • Traveling 
  • Trying new restaurants 
Professional Associations

 

  • Baltimore Estate Planning Council 

 

CRN-5982101-092723

307 International Circle, Suite 390 Hunt Valley, MD 21030