My path to owning a financial advisory practice began in college. Prior to graduation, I was offered an invitation to visit one of the top global investment firms in New York City. It was a fast-paced week that ended on the floor of the New York Stock Exchange. Realizing that I could help people in this important aspect of their lives gave me professional purpose.
After committing almost 20 years to well-known Wall Street firms, we founded Davis Investment Strategies, LLC, in 2010 to offer a more personalized, high-touch client experience. And utilizing the Wells Fargo Advisors Financial Network, our clients can access a world-class platform of products and strategies to help meet their most important financial goals.
We advise business owners, corporate executives, active retirees, and non-profits / foundations all across the country. And because of my family's deep sports background, I counsel the coaching and athletics administrative community on their “fourth quarter” planning efforts.
Jennifer and I have have two children (and a dog), and we're cherishing family time, client celebrations, and life's simple pleasures along the way.
We know how important financial security is to you, and our clients know it takes careful planning to make it happen. The payoff is sharing our clients' excitement when they're planning to travel abroad, welcoming new family additions, building their dream home … and being reminded that we played a part in these special milestones.
Maybe this is why so many multi-generation families have relied on Doug for the last 10, 15 and 20+ years. We care.
As Operations Manager, I'm responsible for all the administrative needs of our clients and I also hold my Series 7 and 63 securities registrations. Additionally, our access to the Wells Fargo Advisors Financial Network offers excellent investment choice and execution capabilities.
My top priority is handling your administrative account needs with precision and care, so don't hesitate to call our office.
Away from work, we're always on the move with family, school, church, sports ... and we love it. With our daughter being a recent college graduate and our son nearing the high school finish line, Doug and I keep wondering, "How did this happen so fast?" New journeys await as we continue to count our blessings.
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