How it began and our future
How it began for Chris Snively
I first became a Financial Advisor in Ormond Beach, FL in 2004. After a few years I joined the Lake Mary, FL office and continued working for another 16 years until opening our new own office in Longwood in 2023. Along the way I have been fortunate to work with and learn from a number of successful Financial Advisors in both Ormond Beach and Lake Mary, including my father, John Snively, who worked in the industry for over 34 years. In doing so, I was able to witness and appreciate the benefits of prudent investing for clients, and as a result, we have a very low rate of client turnover. In fact, many of our current clients are 2nd, 3rd and even a few are 4th generation, tracing their family’s relationship with us back over 40 years or more!
Our mission is to financially see our clients through each of life’s chapters while continuing to grow our ability to serve family generations to come.
We offer personalized, goals-based financial investment advice in a cost-efficient manner. And through our dedicated relationship with Wells Fargo Advisors Financial Network we have access to one of the industry’s broadest investment platforms to pursue our clients’ objectives.
Trust and respect for our clients and one another are the foundation of our operating philosophy. As financial professionals, we enjoy our role in serving clients’ investment and financial needs. “Do what we love, love what we do” as they say…
If you are new to our office, or want to tell a friend about us, we invite you to contact us and schedule a confidential review of your investment portfolio as it relates to your specific situation. Feel free to explore our Products & Services page for more specific examples of how we can address your financial future. We look forward to helping you pursue your goals.