Davis Wealth Services

  • Financial Planners/Advisors
  • Investment Companies
  • Banks/Financial Institutions
  • Stocks & Bonds Brokers
575 Mall Blvd Suite C
Dyersburg, TN 38024
(731) 285-0097
877-269-0708
(931) 422-9987 (fax)
Hours:
Monday through Friday, 8:00am - 5:00pm.
After hours and weekends are on an appointment basis.

About Us

Davis Wealth Services is an independent firm and a branch office of Raymond James Financial Services, Member FINRA / SIPC.

We specialize in general financial planning with an emphasis in retirement read more
  • About

    Davis Wealth Services is an independent firm and a branch office of Raymond James Financial Services, Member FINRA / SIPC.

    We specialize in general financial planning with an emphasis in retirement and estate planning. Furthermore, we serve our clients needs with investment management, insurance planning and cash flow analysis.

    Our principal, Chad Davis is a Certified Financial Planner(TM) Professional and has over 15 years of experience in the financial services industry. He is the President for the Memphis Chapter of the Financial Planning Association, a member of the First United Methodist Church and a board member and finance committee member of the Dyersburg / Dyer County Union Mission.

    Our clients are young and old; employers and employees, conservatie and aggressive. We serve a broad clientele. As of March 2011, We manage in excess of 35 million dollars. We seek the client that is looking for superior service from a firm with highly educated and caring advisors. A high level of confidentiality, standard of care, education and integrity are the cornerstones of our Mission Statement.

    To learn more about our sevices, please call Stella Barron at 731-285-0097 to schedule an introduction.

    Securities are offered through Raymond James Financial Services Inc. Member FINRA / SIPC

  • Highlights

    • Investment Management
    • Finanicial Planning
    • Asset Allocation
    • Estate Planning
    • Retirement Planning
  • Media

  • Whom to Contact

    • Kim Bevis
      Office Assistant
      Phone: (731) 285-0097
      Fax: (931) 422-9987
    • Chad Davis
      President
      Phone: (731) 285-0097
      Fax: (931) 422-9987
  • Directions

    We are conveniently located at the base of Lake Rd., North of down town Dyersburg. For driving directions, please call 731-285-0097 or 731-445-8082 for more information.