Our team is composed of a solo advisor and an experienced team of institutions and money managers who enjoy working closely with our clients and with each other. We work closely with your CPA, Tax, and Estate Planning Attorneys, to make sure we are all on the same page.
We are large enough to offer advice on a broad range of topics and small enough to provide exceptionally personalized services to our clients. The client-driven focus allows us to excel at providing financial and investment advice that is bespoke to our individual clients.
Meet Our Team of Experts
Thomas R Davies
Thomas began his career at Merrill Lynch in 1996 in Delray Beach, FL. His first position was cashiering, trades, and compliance. He would later then become a Financial Advisor at Merrill Lynch. While at Merrill Lynch in Ft Lauderdale, FL. Thomas achieved his Series 7 , Series 66 licenses, and several individual achievement awards. In 2008 Thomas left Merrill Lynch and took an opportunity to work at Morgan Stanley in Ft Lauderdale, FL as a Financial Advisor. Thomas achieved his life, health, and variable annuity license while at Morgan Stanley. Thomas also achieved many individual achievement awards, one of them being only 1 of 3 in the state of Florida that qualified for advanced week-long training in New York, NY.
- (1996-2008) Financial Advisor, Merrill Lynch
- (2008-2009) Financial Advisor, Morgan Stanley
- (2009-Present) RIA Owner, Wealth Manager. Davies Wealth Management
My Advice Philosophy
I have always wanted to help people and financial planning is a career that allows me to use my skills and abilities to do that. I enjoy solving the complex financial issues clients face. Davies Wealth Management allows me to help people financially and never have to compromise what I believe is best for my clients.
Schwab’s best-in-class technology, resources, and support are designed to help advisors meet — and exceed — client expectations. Hear the leaders of three family office firms discuss how Schwab helps them navigate the complexities of working with HNW and UHNW clients.
BlackRock in the U.S.
Investing to make an enduring impact on our world
Nuveen has supported the financial futures of millions of investors for over 120 years. Under the leadership of TIAA, we invest in the growth of businesses, real estate, infrastructure, farmland and forests while building long-term relationships with clients from all over the globe. With expertise across income and alternatives, and as one of the first in the industry to practice responsible investing, we continue to expand our capabilities while maintaining our legacy as a leading investment manager.
Social Media Marketing Manager
Social Media Marketing Manager
Hi, I Ilyas am a full time social media manager and content creator with 3 years of experience. Over the
last 3 years, I have worked with several clients in many industries major are Real Estate, E-commerce,
Health & Fitness, Beauty & Cosmetics, Fashion & Apparel, and many others.
Securing a sustainable future for
our clients, our people, and our world.
Inspired by our mission, we are committed to creating long-term financial security for our clients, empowering our people, advancing our communities, and ensuring a vibrant future for our planet.
The Goldman Sachs Group, Inc. is a leading global financial institution that delivers a broad range of financial services across investment banking, securities, investment management and consumer banking to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
- Morningstar and third-party model portfolios are designed to help meet specific investment objectives from general allocation portfolios to targeted income and inflation or addressing downside risk.
- Separately managed accounts offer portfolios of individual equities and bonds with full transparency into underlying holdings.
- Morningstar direct indexing allows you to create and manage highly personalized and tax-aware portfolios at scale while targeting what matters most to client