Christopher Sivley,
CFP® Private Wealth Advisor, RJFS Senior Managing Director, Pinnacle Asset ManagementChris Sivley brings over 20 years of expertise in guiding high-net-worth families, entrepreneurs, and business executives, with a particular emphasis on leading family meetings and overseeing comprehensive portfolio management. As a skilled facilitator, Chris fosters open communication and alignment during family meetings, ensuring cohesive strategies that reflect each family’s unique goals and values. His strategic approach to portfolio management delivers tailored solutions designed to optimize wealth preservation and growth.
Chris began his career in the financial industry in 2001 and continues to build trusted relationships with clients. He is a founding partner of The Horizon Group and serves as a senior managing director with Pinnacle Asset Management offering securities as a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.
A graduate of the University of Alabama with a Bachelor of Science degree, Chris also holds a degree in Spanish from the Defense Language Institute. Before entering financial services, he served as an Army intelligence analyst in Eastern Europe following the Dayton Peace Accord in Bosnia. Chris also maintains the Certified Financial Planner® certification, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.
Outside of work, he enjoys outdoor activities and participates in charitable community events with his wife, Carolyn. They reside in St. Augustine with their two sons, Allan and Dylan.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
