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The Sleight Group Team

chris

For years, Chris has worked with clients specializing in the preservation of principal through income-driven investments and planning.  He recognizes that people are searching for a reconnection in their financial relationships, and offers a vehicle to forming that personal rapport with the company’s professional staff. Chris utilizes a holistic approach to financial planning rather than simply leading with product.  Chris specializes in pre-retirement, retirement and income planning for successful business owners and their families.

Christopher Sleight

WEALTH MANAGER

Prior to forming The Sleight Group, Chris was a compliance officer for Florida’s Department of Business and Professional Regulation. He made the transition into the financial advisory industry to help serve a community in need of a professional who specializes in the legacy of wealth. After becoming managing director of Global Financial Private Capital in September 2009, Chris was responsible for building and mentoring a distribution network of 500 advisor’s groups and helped GFPC grow from $200M AUM in 2009 to over $5B AUM at the time of their Private Equity sale in September 2016. Chris’s focus on High Level Practice management through his mentoring tutelage with CEG Worldwide helps him maintain his high-level practice management consulting.

 

In 1987, Mr. Sleight relocated from Dayton, Ohio to Sarasota, Florida. He and his wife Renee’ have been married for 29 years and have two daughters, Bianca & Savannah. They are involved in many charities throughout Sarasota and Venice, including In-Stride, Donte’s Den, and Homes for Our Troops. Chris enjoys playing tennis and getting his daughters back home whenever possible.

renee
Renee' Sleight

CLIENT RELATIONSHIP/PRACTICE MANAGEMENT

PRESENT POSITION:

Client Relationship/Practice Management
 

EDUCATION:

Ringling College of Art and Design, Bachelor’s in Interior Design and Space Planning
 

CREDENTIALS:

Registered Insurance Agent
Interior Designer in Sarasota for over 20 years

 

COMMUNITY INVOLVEMENT:

Volunteering:
InStride – Equine assisted activity that contributes positively to the cognitive, physical, emotional, and social well-being of individuals with and without disabilities.
Oak Park School – Provides educational and therapeutic services to over 300 students with disabilities.
Sponsor:
“Honey” In stride Therapy Horse
Charities:
Toys for Tots, Homes for our Troops, Play For Pink, Hope 4 Communities and InStride


PASSION & COMMITMENTS:

Tennis with family and team tennis
Love to read, especially historical fiction
Anything creative, love building and creating
Spending time with my husband, 2 daughters and 3 pups

dawn
Bonnie Anderson

PRACTICE MANAGER

PRESENT POSITION:
Practice Manager

 

EDUCATION:

Rutger’s University, New Jersey, Bachelor’s of Art in English Literature and Art History

 

CREDENTIALS:

Life, Health and Annuity License, Series 7

 

PASSION & COMMITMENTS:

My Family, Husband 3 Children, and 1 Dog,

learning new things, travel, hiking, yoga, sailing, antiques and history, gardening, volunteering and supporting my children’s schools and activities, including Sarasota Youth Sailing, Technology Student Association for robotics, art music, and theater activities.

 

QUOTE:

“It takes as much energy to wish as it does to plan.” – Eleanor Roosevelt

nick
Nick Gyeszat

CLIENT RELATIONSHIP MANAGER

PRESENT POSITION:

Client Relationship Manager

My professional focus is developing and maintaining formal, financial plans for our clients, as well as tracking performance and due diligence of the money managers we employ in our clients' investment portfolios.

EDUCATION:
Bachelors of Arts in Economics from The Ohio State University

 

CREDENTIALS:

Hold the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute™ and taught in conjunction with the Yale School of Management.

 

Carries his Series 65 license.


PASSION & COMMITMENTS:

Ohio State Football, My Dogs and as a new homeowner… house projects.
 

QUOTE:

“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”  -Warren Buffett

Investment advisory services are offered through TRUADVICE, LLC, an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any level of skill or training. TRUADVICE, LLC’s unique CRD number is 292482. You can obtain a copy of TRUADVICE, LLC’s firm brochure (Form ADV Part 2A) and client relationship summary free of charge by visiting https://adviserinfo.sec.gov/firm/summary/292482. TRUADVICE, LLC offers investment advisory services only where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement, and have been provided a copy of the firm’s ADV Part 2A.  Insurance services provided by The Sleight Group.  Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products. You should consider the charges, risks, expenses, and investment objectives carefully before entering a contract. This material has been prepared for informational purposes only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice. This material is not intended to provide, and should not be relied on for tax, legal, accounting, or other financial advice. The Sleight Group and TRUADVICE, LLC do not provide tax, legal or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. The Sleight Group is a separate and independent entity from TRUADVICE, LLC. This material includes links to independent, third-party websites that are not affiliated with or controlled by The Sleight Group or TRUADVICE, LLC. When you follow a link to one of these sites, neither The Sleight Group nor TRUADVICE, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information.  Any person or entity that relies on any information obtained from these sites does so at his or her own risk.

5284 Station Way, Sarasota, FL 34233    |     (941) 260-9500     |     © 2021 The Sleight Group

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