Our Team

"The personal guidance of one, the professional support of thousands"

Our team serves clients in many states, but primarily here in West Tennessee. Our door is always open and we are always ready to take your call. We pride ourselves on the personal relationships we maintain with each and every client. However, we are not the only one who serves you.

In addition to our Dyersburg office, there are more than 4,000 financial professionals in the home office of Raymond James, our broker/dealer in St. Petersburg, Florida. They provide all the tools and resources that financial advisors like Chad need to provide clients with well-reasoned advice, award-winning research and comprehensive wealth management services. It’s the best of both worlds, right here in Tennessee and the community we call home.

 

R. Chad Davis, CFP®

 

Registered Principal, RJFS and Owner, DWS
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As a Certified Financial Planner™ practitioner, Chad provides each client with a financial plan that is well thought out and implemented, then regularly monitored and updated to reflect their changing circumstances.

Chad’s goal for his clients is to create a plan that meets their needs while also minimizing the stress of managing finances. His areas of expertise include investment management, retirement planning and estate planning. His clients appreciate the fact that they can actually speak to him and have a personal connection.

Chad regularly makes it a goal to exceed his required CFP® continuing education requirements. He believes that staying abreast of changes in the economy, law, tax and markets is a large part of what brings value to his clients. In his view, it takes hard work, time and education to define which product or strategy best fits the clients' profile.

Chad joined Raymond James in 2009 after the company’s strong commitment to supporting financial planners captured his attention. Today, he and his staff receive the extensive resources and service they need to provide their clients with comprehensive financial planning.

Before joining Raymond James, Chad served as a financial planner for 12 years with First Citizens Financial Plus Investments in Dyersburg, Tennessee, and earned a bachelor’s degree in agriculture business from the University of Tennessee in Knoxville.

Chad graduated from Dyersburg High School and continued his education, earning a bachelor’s degree in agriculture business from the University of Tennessee in Knoxville. 

He earned his pre-requisite to the CFP® exam at Christian Brothers University in Memphis, as well as the Accredited Asset Management Specialist designation through the American College in Denver, Colorado.

Chad is a strong believer in serving his community. He is a general member and finance committee member of First United Methodist Church, a past president and current member of the Financial Planning Association of Greater Memphis, a board member of the Dyersburg State Community College Foundation, A board member of the Dyersburg Dyer County Chamber of Commerce and currently enrolled in the WESTAR Leadership Program through the University of Tennessee Martin. Davis Wealth Services is also supportive of several local charities. For more information, please click here

He was raised in Dyersburg, Tennessee, where he currently lives with his wife, Jennifer, and their son. In his free time, Chad enjoys golf, reading, travel and hunting duck and turkey.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

 


Debra McNeely


Registered Assistant
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Debra joined our team in 2013 as a financial advisor, assisting Chad in building, implementing, and monitoring plans for clients. She is also accountable for fulfilling requests for research on companies followed by Raymond James, Morningstar®, and other approved sources. She is responsible for trading and monitoring of Raymond James' "Analysts Current Favorites" for participating investors. She assists office support staff with other client services as needed.

Debra graduated from the University of Tennessee at Martin in 1996 with a B.S. in Business Administration majoring in economics. She has achieved 18 years' experience in the investment business, working for First Citizens Financial plus, Inc. and Hilliard Lyons. Debra holds Series 7,63 securities licenses. She was born and raised in Newbern, TN and attended Dyer County High School. She is married to Thomas with two daughters, 11-year-old Addy, and 2-year-old Emma Kate. She enjoys home projects, traveling, and working outdoors on her family mini-farm.

 


Kim Bevis


Director of Client Services
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Kim joined our team in 2012 as director of client services, including scheduling appointments and building organizational structures within the business.

Kim graduated from Dyersburg State Community College, and earned an associate's degree in Business Administration. She is a life-long resident of Dyer County and has worked in customer service for approximately 8 years. Kim enjoys spending time outdoors and is very family oriented.

 

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.