As owner of Davis Wealth Management, I am laser focused on providing personal, long-term wealth building strategies tailored to fit your individual needs. I carefully select the Firm’s clientele because you deserve quality, personalized investment advice, and I firmly believe advisors who are stretched too thin deliver a poor customer experience.
As an attorney who has experience running a small business, I understand the benefits of creating a retirement plan and have the knowledge to implement that for you. As a fellow professional, I know how important it is to have a co-pilot monitoring your financial blind spots on a full-time basis while you are focused on your day job.
I am committed to providing clients with the absolute best experience as we work together to achieve your financial goals; and, as needs, wants, and desires change, we will remain nimble as different circumstances arise.
I earned my J.D. from Regent University School of Law and my B.A. in Business Administration from Catawba College. I am licensed to practice law in North Carolina and Virginia and earned my Series 7 and Series 66 licenses. When I’m not at work, I enjoy spending my free time with my wife, Erika, and son, Harrison. You can find us on the golf course, at a Little League game, trying out a local brewery, or at Myers Park United Methodist Church!
Davis Wealth Management LLC d/b/a Davis Wealth Management. James Davis offers Securities through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Davis Wealth Management is independent from CFGS. Please be advised that presently James Davis holds Series 7 and 66 licenses in NC and SC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through CFGS will fluctuate in value and are subject to investment risks including possible loss of principal.
For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures. Check the background of your financial professional at Broker Check.