Cris Dockery, CPFA
Director, Corporate Retirement Plans
Cris M. Dockery serves as a Financial Advisor. He holds a B.S. in Business Administration from Mississippi State University. Cris focuses on working with mid- to high net worth wealth management for private clients. He also specializes in retirement planning, including individual company qualified 401(k) corporate benefit plans, as well as Multiple Employer 401(k) Plans with Associations. Using his experience as a business owner for 18 years, Cris works with business owners in 401(k) strategy, design, administration, policy and selecting carriers that are the best fit for the company and its employees
Prior to his entry into the financial services industry, Cris was Vice President of a family-owned service business located in Jackson, Mississippi. He has over 18 years of experience in the full range of business owner duties as well as executive services. During his time as a business owner, one of his duties was administering the employee benefit programs, as well as working with carriers in selecting the best fit for not only the company, but also its employees.