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 his career, Chris has worked with families to design financial plans and with businesses for retirement benefits & succession planning. Chris’ service model is simple, “always do what is in the best interest of the clients with integrity, ethics, and dedication with the ultimate goal of reducing financial stress.”


Areas of Expertise

  • Family Financial Planning
  • Corporate Retirement Benefits
  • Portfolio Management
  • Business Succession Planning


Education/Certification

  • CERTIFIED FINANCIAL PLANNER ™ Professional
  • Accredited Investment Fiduciary
  • Certified Retirement Counselor (CRC) conferred by InFRE®.
  • 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 has served on the board of St. Mary’s Hospital for seven years. Chris & Heather were married in 1999, and they have two children, Seth and Natalie. Chris is active in his parish, and spends free time at the gym, on golf course, reading, UGA sports, and traveling with family.





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TOP 25 FIRM
2004-2020

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


RANKED TOP WORKPLACE 2015-2020





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