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Chloe Crist, CRPC™

Assistant Vice President, Wealth Management Advisor

Direct Line: 404-902-7339

Chloe Crist is an Assistant Vice President and Wealth Management Advisor at OpenArc Corporate Advisory. She helps individuals and families navigate their financial lives by identifying and prioritizing their goals. Chloe works to address key financial topics, such as asset allocation, risk management, education planning, retirement planning, tax minimization strategies, and estate planning services. She also assists clients with more complex planning around corporate benefits such as 401k’s, stock options, restricted stock units (RSU’s), deferred compensation and other non-qualified plans, as wells as navigating restricted trading windows. 

Chloe earned her Bachelor of Business Administration in Finance from Georgia Southern University and is passionate about providing financial education to others.   

Outside the office, Chloe enjoys staying active outdoors, writing, and traveling. Her goal is to visit a new state and a new country every year. She actively volunteers with the OpenArc team with organizations such as the Boys and Girls Club of Metro Atlanta and the Children’s Hospital of Atlanta (CHOA).