The Picture Boxes element allows to display a list of features arranged in content boxes with images.

Besides the standalone usage, the Picture Boxes element is also the core part of the following elements:

  • Staff
  • Services
  • Works (Case Studies)
  • News

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Staff Member 8
Licence from ASIC

We have applied for a licence from Australian Securities and Investments Commission.

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Member of IFAAA

We are a practicing member of the IFAAA Gold Standard of IndependenceTM.

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Certified Financial Planner®

Our financial planners are members of the Financial Planning Association.

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Meet Our Team

Diverse views, common values and a team approach to creating better outcomes

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Our Difference

How our approach in serving our clients sets us apart from other advisory firms

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Taking the Long View

Nearly a century of experience understanding the markets and capitalizing on what lies ahead

Picture Boxes — Staff

"Staff" element

Thomas 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.

TDAmeritrade Institutional

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

Staff Member 3

BlackRock in the U.S.

We’ve been operating in the United States managing assets for U.S. clients for more than 32 years.1 Our goal is simple – we want to help more and more people experience financial well-being.

Nuveen

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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.

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Staff Member 8
Financial Advice

Comprehensive and objective advice for all your financial questions

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Business Advice

Complete business advice service that covers from idea creation to cash flow forecasting

Picture Boxes — Case Studies

"Works" element

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"News" element

No matter what stage of your financial life your are in, we can help you make the most of what you have!

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