Christopher M. Senvisky, CFP<sup>®</sup> RICP<sup>®</sup>

Christopher M. Senvisky, CFP® RICP®

Financial Advisor

Phone: (704)-655-7681
Fax: (704)-655-9352
E-mail:
 
Education: Walsh University,  Canton, OH
Degree: B.A. Finance and Accounting
Certification: CERTIFIED FINANCIAL PLANNER™
RETIREMENT INCOME CERTIFIED PLANNER®
 
Industry Experience: Since 1993
Wells Fargo Advisors Experience: Since 1995
Hometown: Youngstown, OH
Resides: Mooresville, NC
Charitable Interests:

Girls on the Run

The Ada Jenkins Center

Chris has a diverse background in the financial services industry and began his career in 1993.  Since joining Wells Fargo Advisors in 1995, he has served as an equity trading specialist, assisted with the development and design of the online brokerage trading platform and worked with senior management to both manage and implement Wells Fargo Advisors strategic initiatives.  Chris’ passion to serve others combined with his extensive industry knowledge was the catalyst in joining Davidson Wealth Management in 2005.  With a desire to make a difference in individuals’ lives through a comprehensive financial approach, Chris attained his CERTIFIED FINANCIAL PLANNER™ professional designation, a highly-regarded industry distinction.

Chris has extensive experience working with affluent executives, dentists, physicians, small  business owners and retirees in the areas of cash flow, income planning and investment management.   Chris has helped numerous executives navigate through the complexity of executive compensation plans including stock options (restricted, incentive and non-qualified stock options) and non-qualified deferred compensation.  Chris has constructed, presented and implemented over 250 Envision® plans, assisting clients in pursuing and attaining their financial goals and dreams.

Chris was named a Five Star Wealth Manager by Charlotte Magazine in 2013 and 2014.  This list honors an elite group of Charlotte area advisors, representing less than 7 percent of the wealth managers in the area.  Chris is recognized within Wells Fargo Advisors as a Premier Advisor, a designation held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.

Chris and his children, Evan and Isabella, reside in Mooresville, NC.  Chris has a passion for running marathons and enjoys spending time as a “running buddy” in various 5k’s in the Lake Norman region.  He has helped several young athletes involved in the Girls on the Run organization attain their “personal best” time by volunteering as a running buddy.   Chris also enjoys spending time with his family boating on Lake Norman.