CONSORTIUM MEMBER SINCE 2015

Chris Caldwell

CFP®, AIF®, CRC®, MBA
Partner, Director of Retirement Planning

Highland Trust Partners, LLC
1077 Baxter Street Suite 600
Athens, GA 30606

Phone  |  706-850-4965
Fax  |  706-510-2635
E-mail  |  Chris.caldwell@highlandtrustpartners.com
www.highlandtrustpartners.com



Member Profile

Client Vision

Over the past 18 years, Chris has helped families plan how to address their financial concerns and helped businesses design their retirement benefits. My service model is simple, “always do what is in the best interest of the clients with integrity, ethics, and dedication.”


Areas of Expertise

  • Family Retirement Planning
  • Corporate Retirement Benefits
  • Investment Management


Education/Certification

  • CERTIFIED FINANCIAL PLANNER ™ Professional
  • Accredited Investment Fiduciary
  • Certified Retirement Counselor
  • Masters Business Administration, University of Georgia
  • Bachelors International Finance, University of Georgia
  • Adjunct Professor of Business, Piedmont College


Outside The Office

Chris enjoys opportunities to speak with retired groups and children on financial lessons. He serves on the board of St. Mary’s Hospital, Highland Hills Retirement Community, and the Athens Rotary Foundation. Chris has been married to Heather for 15 years, and they have two children, Seth who is 13 and Natalie who is 12. Chris is active in his parish, and spends free time at the gym, reading, and relaxing with family.





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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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