Christopher Sivley

Christopher H. Sivley
Complex Manager Financial Advisor Truist Investment Services, Inc.
The Horizon Group of Truist Investment Services, Inc.

1100 Plantation Island Dr S

Saint Augustine, FL 32080-5173

About me

Background

Before Chris Sivley joined BB&T Scott & Stringfellow, now Truist, in December 2012, he was already a financial services industry veteran. Chris started with Wells Fargo Advisors in 2001 and is a CERTIFIED FINANCIAL PLANNER™ professional.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science, Behavioral Science
University of Alabama 1991 1993

Personal Interests

Chris earned his B.S. from the University of Alabama and a degree in Spanish from the Defense Language Institute. Prior to working in the financial services industry, he was an Army intelligence analyst and served in Eastern Europe after the Dayton Peace Accord in Bosnia, tracking down people indicted for war crimes.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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