Industry Experience - Since 1981
Wells Fargo Advisors Experience - Since 1981
Hometown - Pleasant Garden, NC
Resides - Davidson, NC
Charitable Interests - United Methodist Foundation of Western North Carolina, Aldersgate: A United Methodist CCRC, Wespath Benefits and Investments

Chris began serving the investment and wealth management needs of his clients in 1981. Soon thereafter, he became a CERTIFIED FINANCIAL PLANNER™ professional, one of the early adopters of this highly-regarded industry standard. Seeking to build a superior client service model, he founded Davidson Wealth Management of Wells Fargo Advisors in 1991 and he earned the Certified Investment Management Analyst's designation from the Investment Management Consultants Association in 1994. Chris has remained steadfast and client-focused through multiple industry mergers and financial crises. He has chosen to maintain his industry registrations with the firm that first gave him the opportunity to serve and help build, manage, preserve and transition his clients' wealth.

Today, Chris's achievements have been recognized by Barron's 1, Forbes 2 and Financial Times 3. Chris is also recognized within Wells Fargo Advisors as a Premier Advisor since 2006, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

A University of North Carolina at Chapel Hill economics graduate, Chris also completed a Securities Industry Institute program at the Wharton School of the University of Pennsylvania. An active member of his community, Chris was honored with the James C. Wheat, Jr. Award for outstanding community service. Actively serving nonprofit boards, he currently serves on the board of Aldersgate, a nonprofit continuing care retirement community, since 1991.  Chris is also the Fiduciary Committee of Wespath, administrator of retirement benefits for United Methodists ministers.

Chris and his wife, Robbie, live on a horse farm outside Davidson, NC. They enjoy camping with their dogs and horseback riding. Their son, Michael, is also a member of Davidson Wealth Management. He, his wife, Carrie, and their 3 children, live in Mooresville, NC. Their son, Preston, his wife Dorsett, and their 3 children live in High Point, NC.

Chris Davis’ awards-

Barron’s Top 1,200 Advisors - 2008, 2009, 2010, 2011, 2012, 2013, 2014 , 2015, 2016,2017,2018,2019, & 2020
The Barron’s Top 1,200 Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.

FORBES Best-In State Wealth Advisors - 2018, 2019 & 2020
The Forbes Best-In State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Financial Times 400 Financial Advisors - 2013, 2014 & 2015
The Financial Times 400 Financial Advisers rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.

CA Insurance License Number: 0D01918. Resident State: NC

Industry Experience: Since 1993
Wells Fargo Advisors Experience: Since 1995
Hometown: Youngstown, OH
Resides: Cornelius, NC
Charitable Interests: Girls on the Run, The Ada Jenkins Center

At Davidson Wealth Management of Wells Fargo Advisors, we believe “one size fits one size.” That’s because each client is different, each client is unique. Each client has a story describing where they’ve been, where they are, and where they want to be. We are genuinely interested in listening to people and understanding their journey. Only then, and always with our clients’ permission, will we develop financial strategies to help them build, manage, and protect their wealth. As our clients experience transitions throughout their lives, both planned and unplanned, we continue to be there for them, adjusting and adapting however necessary.

Our team of financial professionals brings education, advanced training, and a commitment to ongoing professional development to every client relationship. We have extensive knowledge and experience in all facets of investment and wealth management. Our advice is objective, unbiased, and cost-effective. We exercise judgment with care, skill, and caution.

Mr. Senvisky is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Retirement Income Certified Professional® (RICP®) and holds degrees in finance and accounting from Walsh University. He is a self-described financial coach, teacher, and problem-solver who understands the complexities of economics and finance and the role that human emotions play when it comes to making decisions relating to money. With compassion and patience, Chris helps our clients balance reason and emotion, leading to sound and appropriate financial decisions.

If you would like to share your story, Chris would be honored to listen. Thank you for your consideration.

*Chris Senvisky's Awards-

Chris has been recognized within Wells Fargo Advisors as a Premier Advisor since 2012, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Chris was also named a Five Star Wealth Manager by Charlotte Magazine in 2012 through 2019.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 
2013 – 1,694 Charlotte wealth managers were considered for the award; 285 (4 % of candidates) were named Five Star Wealth Managers. 
2014 – 2,369 Charlotte wealth managers were considered for the award; 280 (11.8 % of candidates) were named Five Star Wealth Managers. 
2015 – 1,822 Charlotte wealth managers were considered for the award; 277 (15 % of candidates) were named Five Star Wealth Managers. 
2016 – 873 Charlotte wealth managers were considered for the award; 227 (27% of candidates) were named Five Star Wealth Managers. 
2017- 949 Charlotte wealth managers were considered for the award; 132 (14% of candidates) were named Five Star Wealth Managers.
2018 - 1,342 Charlotte-area wealth managers were considered for the award; 104 (8 percent of candidates) were named Five Star Wealth Managers.
2019 - 1,346 Charlotte area wealth managers were considered for the award; 129 (10% of candidates) were named Five Star Wealth Managers.

CA Insurance License Number: 0F74319. Resident State: NC

Industry Experience: Since 1986
Wells Fargo Advisors Experience: Since 1991
Hometown: Mooresville, NC
Resides: Mooresville, NC
Charitable Interests: Williamson's Chapel United Methodist Church, American Cancer Society Reach for Recovery, Mooresville Christian Mission, Food for Days Backpack Ministry

Harriet graduated with a Bachelor of Science degree from the University of North Carolina at Charlotte, Belk School of Business.  She earned her Chartered Retirement Planning Counselor designation in 1998.  Harriet joined Davidson Wealth Management in 1991 and has over 28 years' experience in the financial services industry.

Harriet provides comprehensive retirement planning services for companies, including plan analysis, 401(k) plan implementation, enrollment meetings and investment analysis.  She also assists high net worth individuals and families with college planning, annuity analysis and multi-generational planning.  She provides a different service experience by taking a holistic approach to the wealth management process that helps clients preserve their wealth, understand their financial situation and pursue their goals and dreams.

Harriet was named a Five Star Wealth Manager by Charlotte Magazine in 2013 through 2019*.  This list honors an elite group of Charlotte area advisors.


Harriet is active in community service through her charitable interests. She resides in Mooresville, NC and has two children, Chase, and his wife, Kaitlyn, live in D.C., Lindsey, her husband, Tyler, and their son live in Raleigh, NC.

*Harriet White’s awards -

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
2013 – 1,694 Charlotte wealth managers were considered for the award; 285 (4 % of candidates) were named Five Star Wealth Managers.
2014 – 2,369 Charlotte wealth managers were considered for the award; 280 (11.8 % of candidates) were named Five Star Wealth Managers.
2015 – 1,822 Charlotte wealth managers were considered for the award; 277 (15 % of candidates) were named Five Star Wealth Managers.
2016 – 873 Charlotte wealth managers were considered for the award; 227 (27% of candidates) were named Five Star Wealth Managers.
2017- 949 Charlotte wealth managers were considered for the award; 132 (14% of candidates) were named Five Star Wealth Managers.
2018 - 1,342 Charlotte-area wealth managers were considered for the award; 104 (8 percent of candidates) were named Five Star Wealth Managers.
2019 - 1,346 Charlotte area wealth managers were considered for the award; 129 (10% of candidates) were named Five Star Wealth Managers.

CA Insurance License Number: 0L80259. Resident State: NC

Industry Experience: Since 1987
Wells Fargo Advisors Experience: Since 1995
Hometown: Salisbury, NC
Charitable Interests: Wells Fargo Day of Caring, Habitat for Humanity
  
Karen has a diverse background in the financial services industry and began her career in 1987.  Since joining Wells Fargo Advisors in 1995, she has served as a client service associate, an operations specialist, and a Financial Consultant.  Karen joined Davidson Wealth Management of Wells Fargo Advisors in 2003, where she has assisted the team with the development and design of internal operational processes and procedures. 

Karen has an innate passion to serve others, clients, the team members of Davidson Wealth Management, and the community.  Karen’s career has been ever evolving, from serving in operational and administrative duties to now meeting with clients and assisting with financial strategy reviews.  Karen also works closely with our clients and their outside professionals regarding estate matters.   

Karen and her husband Todd have three children. Molly, her husband Trent and their baby live in Sugar Mountain, NC. Garrett is a graduate of North Carolina State University with a degree in Mechanical Engineering and is employed at IONCON in Boone, NC. Grant, in high school, keeps them young with travel soccer and being a member the Sugar Mountain Ski Team.  When not in the office you may find Karen spending time with her family, hiking, refurbishing furniture, or reading.

CA Insurance License Number: 0L62807. Resident State: NC

Industry Experience: Since 2004
Wells Fargo Advisors Experience: Since 2006
Hometown: Mooresville, NC
Resides: Mooresville, NC
Charitable Interests: American Red Cross, United Methodist Church, The Dyslexia Foundation

Michael brings more than 15 years of experience to Davidson Wealth Management of Wells Fargo Advisors and provides clients comprehensive wealth management expertise to help preserve and grow their wealth to pursue their goals and dreams.

Michael was introduced to the financial services industry by his father, Chris Davis, who educated him about the world of finance and investing at a very early age. Michael joined the team in 2006 after graduating from Western Carolina University. Michael's passion for portfolio management led him to attain his Private Investment Management (PIM) certification, a Wells Fargo Advisors' portfolio management designation. With a desire to better serve clients and further his education, Michael earned his CERTIFIED FUND SPECALIST™ designation.

Michael has experience working with clients in the area of holistic wealth management that includes investment selection, portfolio construction, and retirement planning. Michael leads Davidson Wealth Management’s investment strategy and is responsible for analysis, trading, and portfolio oversight. He also assists in the analysis and due diligence of external portfolio managers used at Davidson Wealth Management.

Michael was named a Five Star Wealth Manager by Charlotte Magazine in 2013 through 2019*. This list honors an elite group of Charlotte area advisors.

Michael his wife Carrie and their three children live in Mooresville. They enjoy spending time traveling, cooking, and boating on Lake Norman with their friends and family.

Michael Davis' award -

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
2013 – 1,694 Charlotte wealth managers were considered for the award; 285 (4 % of candidates) were named Five Star Wealth Managers.
2014 – 2,369 Charlotte wealth managers were considered for the award; 280 (11.8 % of candidates) were named Five Star Wealth Managers.
2015 – 1,822 Charlotte wealth managers were considered for the award; 277 (15 % of candidates) were named Five Star Wealth Managers.
2016 – 873 Charlotte wealth managers were considered for the award; 227 (27% of candidates) were named Five Star Wealth Managers.
2017- 949 Charlotte wealth managers were considered for the award; 132 (14% of candidates) were named Five Star Wealth Managers.
2018 - 1,342 Charlotte-area wealth managers were considered for the award; 104 (8 percent of candidates) were named Five Star Wealth Managers.
2019 - 1,346 Charlotte area wealth managers were considered for the award; 129 (10% of candidates) were named Five Star Wealth Managers.

CA Insurance License Number: 0K27780. Resident State: NC

Industry Experience: Since 1986
Wells Fargo Advisors Experience: Since 1986
Hometown: Durham, NC
Resides: Huntersville, NC
Charitable Interests: Habitat for Humanity, St. Mark Catholic Church

Cherie has been in the financial services industry since 1986, serving as a Registered Client Associate and Operations Manager.  She received a Bachelor degree in Business Administration from the University of North Carolina at Charlotte.

Cherie helps ensure the administrative needs associated with a client’s accounts are handled accurately and quickly. She oversees day-to-day activities, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements. Cherie handles incoming calls to help clients receive a high level of personal service.

She resides in Huntersville with her husband, Vince. Cherie has two daughters, Ava and Alexa.  When not at work, Cherie enjoys exercising and spending time with her family.

Industry Experience: Since 2005
Wells Fargo Advisors Experience: Since 2007
Hometown: West Palm Beach, FL
Resides: Mooresville, NC
Charitable Interest: Charlotte Habitat for Humanity

It is an honor and privilege to work with a select group of clients helping them build, manage and protect their wealth through all of life’s transitions – planned and unplanned.

My process is structured around listening to and listening with my clients:  understanding their current situation, past experiences and what they want for their future. Then I go to work:  studying, analyzing, and modeling strategies designed to address their needs.

To every client relationship and experience, I bring my education, advanced training, and a commitment to professional development. I have worked diligently to achieve and maintain my status as a Certified Private Wealth Advisor®; a CERTIFIED FINANCIAL PROFESSIONAL™; and a Retirement Income Certified Professional®. 

Investment and wealth management is a complex, multi-generational and intertwined subject.  It requires technical knowledge in addition to an understanding of behavioral finance - the impact that feelings and emotions have on financial decision-making. 

The more I’ve studied and the more I practice, the more I understand that no one ever knows it all. That is where collaborating with my colleagues as well our clients’ other professional advisors provides valuable insights and perspectives enabling me to deliver objective, unbiased, and cost-effective counsel and guidance.

My wife and best friend Corrina, and our sons, Cayleb and Camdyn, serve as  constant reminders of the importance of family and the impact that my work and the work of all of us at Davidson Wealth Management of Wells Fargo Advisors has on our clients and their families, now and for years to come.

CA Insurance License Number: 0L54305. Resident State: NC

Industry Experience: Since 1999
Wells Fargo Advisors Experience: Since 2010
Hometown: New York
Resides: Lake Norman, North Carolina
Charitable Interests: ALS Association, The Ada Jenkins Center
 
Nick started his career as an operations specialist 20 years ago in New York. He has extensive experience in the financial industry and joined Wells Fargo Advisors in 2010. Nick is committed to providing our clients with outstanding service and serves as the lead member of client fulfillment at Davidson Wealth Management of Wells Fargo Advisors.

Nick's charitable interests include local outreach The Ada Jenkins Center and the ALS Association.

Nick currently resides in the Lake Norman area. He enjoys biking and culinary adventures with his wife Katherine and their two daughters, Isabella and Olivia.

CA Insurance License Number: 0L85136. Resident State: NC

Industry Experience: Since 1986
Wells Fargo Advisors Experience: Since 2014
Hometown: Cranston, RI
Resides: Davidson, NC
Charitable Interests: Teach for America, The Jimmy Fund, Ada Jenkins,  AMVETS

Steven brings more than 25 years of diverse financial services experience to Davidson Wealth Management of Wells Fargo Advisors, including consumer finance and more than a decade in the mortgage industry. Steven joined Wells Fargo Advisors in 2014, and has a passion for listening to and assisting clients to reach their financial goals.

Steve holds the Financial Paraplanner Qualified Professional™ designation. He provides research for client reviews and assists with portfolio management and investment planning.

Steve lives in Davidson, NC and spends his free time golfing, reading about history and archeology.  Steve also enjoys travelling with his wife Kathy and son Benjamin and is passionate about all Boston sports teams.

CA Insurance License Number: 0L85139. Resident State: NC

Industry Experience: Since 2011
Wells Fargo Advisors Experience: Since 2018
Hometown: Trujillo-Peru
Resides: Pineville, NC
Charitable Interests: ALSAC- St. Jude Children’s Research Hospital, Parkinson’s Association

Paola started her career in the banking serving as Financial Service Representative for Founders Federal Credit Union. Since joining Davidson Wealth Management of Wells Fargo Advisors in 2018, Paola has served as a Client Service Associate and helps to ensure that all the administrative needs associated with a client’s accounts are handled accurately and quickly. Paola also oversees day-to-day activities, including opening new accounts, updating existing account information, managing asset movements and answering questions regarding client’s statements. She received a Bachelor’s degree in Psychology from Cesar Vallejo Private University - Peru.

Paola resides in Pineville NC .When not in the office Paola enjoys swimming, taking Zumba classes or spending time outdoors.

Industry Experience: Since 2018
Wells Fargo Advisors Experience: Since 2019

Hometown: Westfield, NJ
Resides: Davidson, NC
Charitable Interests: Lydia’s Loft, Loaves and Fishes

Susan rejoined the work force a few years ago after taking 18 years off to raise her family.  In 2018, she began working in the financial services industry, serving in Client Relations.  Susan received a Bachelor degree in English from Gettysburg College in Pennsylvania.

Susan joined Davidson Wealth Management in July of 2019 and hit the ground running.  She is the primary contact for scheduling client meetings, confirming client appointments, providing meeting locations and directions.   In addition, she is tasked with keeping our team members on schedule for meetings as well.  Susan also assists in planning and executing client seminars and helps with day-to-day administrative duties of the team.

Susan’s charitable interests include Lydia’s Loft and Loaves and Fishers. 

Susan currently resides in Davidson with her husband, Brett and three children, Alex, Ellie and Davis.  Susan likes to work out regularly and play tennis whenever possible.

Industry Experience: Since 2000
Wells Fargo Advisors Experience: Since 2002
Hometown: Charleston, SC
Resides: Charlotte, NC
Charitable Interests: Coalition of 100 Black Women, Queen City Metro Chapter
  
Sherry started her career in financial services as a trader and joined the former Wachovia Securities in 2002.  She has served as a Wells Fargo 401(k) distribution specialist, a Wells Fargo licensed financial specialist, and an independent financial advisor with Raymond James before joining Davidson Wealth Management in 2019.  Sherry currently provides service to our existing and prospective clients and provides business support to the DWM Relationship Managers.

Sherry and her husband Markus have two children:  Alex, a student at the University of North Carolina at Charlotte, and Nick, an 8th grader at Ridge Road Middle School.  Sherry spends her free time enjoying friends and family, and traveling.

CA Insurance License Number: 0G57185. Resident State: NC