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 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.
United in our passion for serving advisors.
As champions of independence, we are creating an even stronger company, and striving to integrate the best of both TD Ameritrade Institutional and Schwab Advisor Services in order to bring you more of the products and support you need to succeed as an independent RIA. We’re united in our passion to innovate and break new ground in order to help you grow. And, we are committed to continually evolve in order to offer you the best of both companies.
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.
ARK invests across sectors, geographies, and market caps, seeking to identify companies missed by traditional sector-based strategies.
“Disruptive innovation is often not priced correctly by traditional investment strategies because people may not understand how big the ultimate opportunities are going to be. They aren’t sizing the opportunity and they aren’t analyzing the disruption.”
Catherine D. Wood, Founder and CIO, ARK Invest
Forbes Advisor Playbook iConference, September 17, 2015
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.
Calamos Investments is a global investment firm committed to excellence in investment management and client services
A global investment platform with focused, experienced teams, specialized by investment discipline
Serving the needs of institutional and individual investors since 1977.
Offering a range of global investment solutions to work with a client’s asset allocation framework