Thomas R Davies
Wealth Advisor
Geoffrey R. Langbart
Estate Planning Attorney
Richard Karpeles
Certified Public Accountant
Goldman Sachs
Portfolio Managers
Blackrock
Portfolio Managers
Thomas R Davies
Wealth Advisor
Qualifications
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.
Experience
- (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.
MorningStar
Asset Manager
- 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
Charles Schwab
Asset Custodian
Schwab Advisor Services™ at a glance
For over 30 years, Schwab has been a leader in supporting independent Registered Investment Advisors (RIAs). We are committed to the success of firms of all sizes, regardless of background, assets under management, or business complexity.
Together, we can help you take your business further. Get started by discovering the breadth of services you can tap into when you choose Schwab as your custodian.
Fidelity
Asset Custodian
Make the complex, simpler. From investing to financial planning and pricing, our goal is to be straightforward and help with your unique need
Geoffrey R. Langbart
Estate Planning Attorney
Geoffrey R. Langbart’s practice focuses on estate planning, asset preservation and wealth transfer techniques, probate and trust administration and related litigation, business planning and transactions. His knowledge and passion for these practice areas is demonstrated not only in his education, but also in his personal dealings.
He received his Bachelors of Arts with a major in English and a minor in Philosophy from Florida Atlantic University (FAU) in 2011. While earning his Bachelors, Geoffrey worked as a Realtor.
Following his undergraduate degree, Geoffrey attended The Shepard Broad Law Center at Nova Southeastern University (NSU) in Ft. Lauderdale, FL, graduating summa cum laude in 2016. While at NSU, Geoffrey was President of the Public Interest Law Society and the Transactional Law Group, competing in his 3L year in the national transactional LawMeets competition. Geoffrey worked for several professors and acted as a teaching assistant for a section of Professor Timothy Canova’s Business Entities. He was voted most likely to return to NSU as a Professor by the student body.
Immediately following his completion of his Juris Doctorate (J.D.) and sitting for the Florida Bar, Geoffrey spent a year earning his LL.M. in taxation with a concentration in Estate Planning from Georgetown University. While studying under current and former IRS officials, Geoffrey chaired Georgetown’s LLM Tax Counsel’s Estate Planning Committee and worked closely with the DC Estate Planning Counsel.
Geoffrey is a native of South Florida and was admitted to the Florida Bar in January of 2017.
Richard Karpeles
Certified Public Accountant
- Tax return filing and tax planning for individuals
- C-corporation, S-corporation and partnership tax return filing
- Bookkeeping and financial statement preparation
Our firm has experience working with the following types of businesses:
- Professional services firms
- Real estate firms
- Manufacturing companies
- Physician practices
- High-net-worth individuals
You can trust our staff’s expertise, as they participate in continuing professional education classes offered by local chapters of national tax and accounting associations to keep up with the ever-changing tax law and accounting landscape.
Visit the Services area of our website to learn more about the services we provide
Goldman Sachs
Portfolio Managers
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.
Blackrock
Portfolio Managers
- We’re an asset manager and one of the world’s leading providers of investment, advisory, and risk management solutions. We’re a fiduciary to our clients, and by investing on their behalf, we help millions of hardworking Americans experience financial well-being.1
I recently had the pleasure of speaking with Thomas Davies with Davis Wealth Management. As someone who values prudent financial planning and a personalized approach, I am delighted to share my positive experience with their services.Thomas demonstrated a high level of professionalism and expertise throughout our engagement. From our initial consultation to the development of a comprehensive financial plan, their attention to detail and commitment to understanding my unique financial goals were evident.One aspect that stood out to me was Thomas's ability to explain complex financial concepts in a clear and understandable manner. He took the time to patiently answer my questions, ensuring that I felt confident and informed about the decisions I was making.Moreover, I found Thomas to be technologically savvy, utilizing modern tools and resources to enhance the efficiency of the financial planning process. This commitment to staying current with industry trends and technology was reassuring and demonstrated a dedication to providing a high level of service.I am grateful for the guidance and peace of mind that Thomas Davies from Davies Wealth Management has provided me. Choosing them was undoubtedly a wise decision, and I look forward to continuing our successful financial partnership in the years to come.
Tom is well informed, driven planner with a sophisticated understanding of his clients' needs and an ability to create and communicate comprehensive plans in an attempt to guide his clients towards a place of financial stability.
Not only does Tom Davies know how to take care of your assets and plan for your future, he himself is an asset to have on your side. His wealth of knowledge and information is invaluable, and I am always amazed by his tips and insights into the financial world. Highly recommend.
Very knowledgeable financial advisor. Wouldn’t trust my money with anyone else.
These guys are great to work with. They go the extra mile to assist clients.
Mr Davies was very responsive to all my needs and questionshighly recommend his company
Thomas Davies has been an excellent portfolio manager as well as someone that has my complete and full confidence. He is always available for a phone call when I have a question. His reporting system is very clear and accurate. I would highly recommend his services to anyone.
I learn something new about wealth management & financial planning every time I talk to Tom. Solid guy. He knows what he is doing.
Thomas really works to understand his client’s needs and provide a plan for the future and not just investment options. He’s compassionate and very knowledgeable!
Friendly, knowledgeable and attentive to clients needs. Always responds promptly.
I've been working with Thomas for about 9-10 years now and he has been managing my accounts. We review annually and he gives me quarterly updates as well. I trust Thomas to keep things moving in an upward direction for my retirement.
Excellent source for investing. Tom is very personal and great at adapting to our individual needs and ensuring we are moving in the direction we are looking for and know we are in a trusted firm.
