Chris Woods
Advisor at Silvis Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
What are the roles in your life that are most important to you? The top three for me are Christian, spouse and parent. The other roles that I’m spending more time in are beach hanger outer (technical term), drummer, basketball coach, concert/live theatre goer, bourbon taster and national park attender. The top three roles require intentionality to do them well. All the other roles require planning. These are all things that I’m not waiting for retirement to do. I’m doing them now and I’m spending more time in them with each year that goes by.
At Silvis Financial, we want to help you focus on the most important roles in your life along with the other roles in your life that you love to do. We want to come along side you as your guide to help you navigate the financial decisions that need to be made now to help you create the work optional lifestyle that you’ve been envisioning.
As for me, I’m from St. Louis, MO. Die hard St. Louis Cardinals baseball fan. I majored in Economics at Vanderbilt University and played basketball there as well. I had a taste of professional basketball overseas before I settled into my career in financial services back in the late 90’s. Now it’s all about doing life with my wife and two kids. The roles listed above give a pretty good description of what I like to do when I’m not engaged in the business.
Check out our website to learn more about our planning process or to set up a free consultation. I look forward to connecting with you soon!
Client services
Based on Silvis Financial
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Demographic focus
Christian Faith Based
Gen X (Born 1965-1980)
Fee options
1.00%
$300+/hr
$250+/mo
$750+/qtr
Location
3540 Toringdon Way, Ste 200
Charlotte, NC 28277
Most active in
Chris W has reported serving >5 clients in these states in the last 12 months.
Louisiana · North Carolina · Texas · Virginia
Work history
Silvis Financial
2018 - Present (8 years)
Independent Financial Partners
2017 - 2018 (1 year)
LPL Financial
2017 - 2018 (1 year)
Ameriprise Financial
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
CNL Securities Corp.
2004 - 2016 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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