Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Chris Stocks
Founder & CEO
It is a rare happenstance when a child finds his true calling at 12 years of age. But that is exactly what happened when Chris Stocks’ entire seventh grade class was called upon to create a mock stock portfolio for a class project....
Connor Stocks
Broker
Connor Stocks will graduate from the University of Arizona in 2023 with a business administration degree. Connor has been around finance his whole life, working with his dad from a young age. Whether you have already achieved...
Melanie M. Smith
Director of Client Services
Known for her attention to detail, consummate professionalism and client-first mindset, Melanie brings almost forty years of financial planning experience and investment management knowledge to the team at Stocks Wealth Management....