Davies Wealth Management

Specialties

In July 2009, Davies Wealth Management was founded. Davies Wealth Management is a fee-​only financial planning firm that prides itself on unparalleled service and performance. Our fee-​only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action.

We will have a written service commitment. Our goal is to provide upscale service with superb efficiency to our clients. Schedule monthly pro-​active contacts, quarterly client reviews and semiannual face-​to face meetings (when geographically possible). This 12−4−2 service ensures that we are an integral part of our clients’ lives and they know we are the «go to people» to discuss any important financial matter.

History

Established in 2009.

In July 2009, Davies Wealth Management was founded. Davies Wealth Management is a fee-​only financial planning firm that prides itself on unparalleled service and performance. Our fee-​only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action.

Meet the Business Owner

Thomas D.

Business Owner

Thomas began his career at Merrill Lynch in 1996 in Delray Beach, FL. His first position was cashiering, trades, and compliance. He would later then become a Financial Advisor at Merrill Lynch. While at Merrill Lynch in Ft Lauderdale, FL. Thomas achieved his Series 7, Series 66 licenses, and several individual achievement awards.

In 2008 Thomas left Merrill Lynch and took an opportunity to work at Morgan Stanley in Ft Lauderdale, FL as a Financial Advisor. Thomas achieved his life, health and variable annuity license while at Morgan Stanley. Thomas also achieved many individual achievement awards, one of them being only 1 of 3 in the state of Florida that qualified for advanced week long training in New York, NY.

For over a decade Thomas worked for the large wire houses of Merrill Lynch, and Morgan Stanley. Thomas felt that there was a better and more personalized way of doing business. Thomas opened Davies Wealth Management July 1^st, 2009 in Weston, FL to work with a small group o