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
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's1 and Forbes2. Chris is also recognized within Wells Fargo Advisors as a Premier Advisor3 from 2006-2022, 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. Chris presently serves on the Fiduciary Committee of Wespath, administrator of retirement benefits for United Methodists ministers. He is an Honorary Board Member of the United Methodist Foundation of Western North Carolina, and previously served on the Charlotte NC nonprofit boards of Hospice and Palliative Care Charlotte Region and Aldersgate.
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, 2021, & 2022
1The Barron’s Top 1,200 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
FORBES Best-In State Wealth Advisors - 2018, 2019, 2020, 2021, & 2022
2The Forbes Best-In State Wealth Advisors rating algorithm is based on the previous year’s 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 rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Premier Advisor - 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, & 2022
3The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients
CA Insurance License Number: 0D01918. Resident State: NC