Meet The Team
Timothy Davis, CFP?
Founder of Davis Executive Wealth Management ? Helping Successful Executives & Business Owners manage, maximize, and protect their wealth so they can spend more time on what matters.
At The Davis Executive Wealth Management Group, we believe that a strong, well-organized team is key to providing the highest level of financial planning services. To give you a closer look at the people who make our team exceptional, we are excited to announce a new series of videos on our YouTube channel that introduce each of our team members and their specific roles within our group.
These videos are designed to give you an inside look at the expertise and dedication each team member brings to the table, ensuring that you receive the best possible financial guidance and support. Here's a brief overview of what you can expect from the series:
We invite you to watch these videos to get to know us better and see how each member contributes to our mission of helping you achieve your financial goals.
You can watch the introduction series here:?
Thank you for your continued trust in The Davis Executive Wealth Management Group. We look forward to continuing to serve you with the highest level of expertise and personalized care.
Regards,
Tim
Listen to my interview on Sirus XM’s Business Briefing: https://youtu.be/URCkH5TQpa4?si=TzpkZdtKEvQnWDio
Timothy Davis, CFP?
Executive Managing Director – Wealth Manager
Partner
Davis Executive Wealth Management Group
Steward Partners Global Advisory
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One International Place,?Suite 3210
Boston, MA 02110
(Direct) 617-377-4418
(Office) 617-377-4422
(Toll Free) 888-371-0086
(Fax) 857-233-2966
*2019 - 2024 Forbes Best-In-State Wealth Advisor
All recognition award information can be found on Steward Partners’ website at https://www.stewardpartners.com/Recognition.7.htm
Information contained herein has been obtained from sources considered to be reliable, but we do not guarantee their accuracy or completeness.
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