Timothy DAVIS, CFP®
Senior Managing PartnerWith more than 25 years in the industry, Tim has performed every major role in the practice, from fund selection to performance analyses. As the founder and CEO of Davis Executive Wealth, he oversees business development for the practice and continually builds new relationships with clients. He specializes in asset allocation and management, and his goal is to help successful executives and business owners maximize their wealth for growth and independence. He’s witnessed the truth of the adage, “Concentration creates wealth; diversification preserves it,” and he helps clients safeguard newfound wealth by balancing their portfolios in such a way that leverages their company stock opportunities without creating an unbalanced reliance on it. Tim has vast experience navigating complex compensation plans, and he’s adept at helping executives design stronger, less volatile plans. Tim works closely with driven corporate executives who want to delegate their financial planning responsibilities to an experienced professional. As a driven entrepreneur, he understands their busy lifestyle and desire to make highly efficient, competent decisions. So whether a client wants to understand the intricacies of their plan or receive a high-level summary, his goal is to guide them through the process with relevant education so they can make wise decisions in line with their goals. It’s essential to Tim that his clients understand what the Davis team is doing for them, why they’ve chosen each approach, and all the options and opportunities within their plan. Once they’ve established a firm understanding, he makes the process as simple as possible for the client, taking the bulk of the planning duties off their plate so they can focus on their careers and families. A relentless learner, Tim is constantly looking for ways to grow and improve his practice. Not only do he and his team strive to provide an elevated experience, but he specifically pursues education so he can provide relevant, insightful information that enhances his clients’ plans. He is a CERTIFIED FINANCIAL PLANNER™, and he has devoted ample time to studying a variety of financial planning disciplines. He is also a dedicated student of the economy, monitoring financial trends to maintain a keen understanding of macro and micro market environments. Tim’s financial career began at an internship with Merrill Lynch in the summer of 1996. That experience opened his eyes to the opportunities within wealth management and his ability to make a massive impact on the lives of others. As someone who constantly strives to grow and improve, he loved the idea of being able to chart his own course while building personal, meaningful relationships. After graduating from the University of Vermont, he joined Merrill Lynch and worked there for more than three years before moving to UBS Financial Services, where he spent seven years growing and building his practice. From there, he joined Morgan Stanley, where he spent nine years as an advisor and Senior Vice President. He later transitioned his practice to Steward Partners with a goal to offer his clients an elevated level of service and resources. Before his career as an advisor, Tim worked in his family’s bed-and-breakfast in Connecticut, which he describes as the “ultimate definition of small business.” Working in his parents’ B&B was an all-day cycle of cooking, cleaning, talking with customers, answering phones, and in general, making people feel welcome and cared for. Today, he’s incredibly grateful for this experience, as it taught him the undeniable value of hard work and truly owning every aspect of one’s business. https://youtu.be/z1jXJuoO-hM?si=ecC7yG0E70-mVxH8
