History and Future

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!


Going Forward

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.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, CA, CO, CT, FL, GA, IL, KY, MA, ME, MI, MO, MT, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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