Dave Silvia has over 24 years of experience in relationship management, personal financial
planning, and investment portfolio construction. He works closely with his clients to create their
financial plans, develop their investment policies, and maintain a holistic approach to their wealth
management needs. This includes investment management, asset allocation design, account
maintenance, and addressing sophisticated life planning strategies. He has become a trusted
advisor to clients and a valuable resource to colleagues.
Dave holds a Bachelor of Arts Degree in Political Science / International Affairs from the University
of California at Santa Barbara. He is a Financial Advisor and a Certified Financial Planner® (CFP®).
He has passed the FINRA Series 7, 24, 63, and 65 exams. Prior to joining Axis Advisors, LLC, Dave
was a Senior Investment Advisor for Corrigan Financial, Inc., a Client Service Manager for Fidelity
Investments, and an AVP / Implementation Consultant of financial services software for Envestnet |
Dave lives on Aquidneck Island near his grown children Callahan, Sophie, and David. He enjoys
being with his family and friends, spending time at the beach, and skiing.