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Christopher Sivley

Christopher H. Sivley, CFP®
Senior Managing Director Financial Advisor Truist Investment Services, Inc.
The Horizon Group of Truist Investment Services, Inc.

1100 Plantation Island Dr S

Saint Augustine, FL 32080-5173

Chris.Sivley@Truist.com

Phone 904-543-6265

Fax 904-471-1950

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About me

Background

Chris Sivley has over 20 years of extensive experience advising and managing high-net worth families, entrepreneurs business executives and financial advisors. Chris is a graduate of the University of Alabama where he earned a bachelor’s of science degree. He also holds a degree in Spanish from the Defense Language Institute. Prior to working in the financial services industry, Chris was an Army intelligence analyst and served in Eastern Europe after the Dayton Peace Accord in Bosnia Chris joined Wells Fargo in 2001. In his free time Chris enjoys the outdoors and participates in many charitable community events along with his wife Carolyn. Chris and Carolyn live in St Augustine with their two boys, Allan and Dylan.

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

In his free time Chris enjoys the outdoors and participates in many charitable community events along with his wife Carolyn. Chris and Carolyn live in St. Augustine with their two boys, Allan and Dylan.

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

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