At Davis Wealth Services, our team's first priority is to provide our clients with exceptional personalized service.  We understand that our clients are individuals with unique wants, needs and goals.  We take the time to get to know each client and the personal characteristics that affect their financial plan and investments.  We strive to provide our clients with the highest quality service and believe that starts with us.

 

When I was a child, I spent a lot of time with my grandfather. He taught me the golden rule at a very young age, and I watched him practice what he preached until the day he passed away. Those early lessons have served me well, both professionally and personally. 

When you work with us, you will not only work with educated, experienced and ethical professionals, you will work with people who are going to treat you the way that they themselves would want to be treated – with honesty, respect and empathy. 

If you are seeking financial advice or investment management and looking for a firm where old-fashioned values and common sense – not a corporate culture­ – matter, give us a call. Our door is always open.

Lastly, we invite you to explore this website to learn more about us, our broker dealer - Raymond James Financial Services and how we may be of service to you. Give us a call if  you have any questions, requests or if you would like to set an appointment. We'd love to hear from you!

  Chad Davis, CFP®
  Registered Principal and Owner
  CERTIFIED FINANCIAL PLANNER (TM)
 
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