Christopher Munnelly
Investing
Why pick this one
Christopher Munnelly: the Robinson Private Client Group offers fiduciary retirement-plan consulting, private-client wealth management, institutional consulting, and athlete wealth management in Winston-Salem.
Best for
- high-net-worth individuals and families needing customized investment management and financial planning
- employers sponsoring 401(k), 403(b), 457(b), 457(f), non-qualified, or defined benefit plans
- institutions, foundations, endowments, healthcare systems, family offices, and corporations seeking fiduciary investment consulting
- athletes needing investment, financial planning, risk-management, or NIL-related guidance
- retirement plan sponsors needing 3(21) or 3(38) fiduciary support
Look elsewhere if
- clients seeking only basic, self-directed brokerage services
- individuals or organizations outside private-client, institutional, retirement-plan, or athlete wealth-management needs
Specialties
- private client wealth management
- institutional advisory consulting
- retirement plan consulting
- athlete wealth management
- 3(21) and 3(38) fiduciary retirement plan advisory
Certifications
- CFP®
What makes them different
- The Robinson Private Client Group serves high-net-worth individuals, families, institutions, retirement plan sponsors, and athletes through four lines of business.
- The group advises more than $6 billion in client assets as of June 30, 2026.
- The group has specialized in retirement plan consulting for more than 20 years and advises over $4 billion in retirement plan assets.
- Retirement plan services include 3(21) or 3(38) fiduciary capacity, investment policy development, fee benchmarking, plan design, and provider oversight.
- NAPA named the group Top DC Advisor Team for the fourth consecutive year.
Distilled from this business's own website.
Contact & Location
- Address
- 380 Knollwood St #300, Winston-Salem, NC 27103
- Phone
- +13367217043
- Website
- http://www.oppenheimer.com/robinsonpcg?utm_sour...
- tanner.robinson@opco.com
Services
- investment management
- financial planning
- fiduciary investment advisory
- retirement plan advisory
- institutional consulting
- wealth management