Our team is composed of experienced professionals who enjoy working closely with our clients and with each other.

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 Davies

Wealth Advisor

I have always wanted to help people and financial planning is a career that allows me to use my skills to do that.

view profile

I'm happy with the team relationship that Davies Wealth Management is building with me. It's the approach I always wanted with an advisor.

Dr JamesFt Lauderdale
Font Resize