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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