Thomas R Davies
Wealth Advisor & Certified Fund Specialist
You can view my Profile on BrightScope here
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.
For over a decade Thomas worked for the large wire houses of Merrill Lynch, and Morgan Stanley. Thomas felt that there was a better and more personalized way of doing business. Thomas opened Davies Wealth Management July 1st, 2009 in Weston, FL to work with a small group of exceptional clients.
Thomas is committed to help you identify and reach your financial goals. He will personally study the best products the financial services industry has to offer and tailor the perfect plan for you.