Founder
CurrentI meet people at the intersection of life and finance, helping them relate and coordinate the purpose of their life with the purpose of their wealth.
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@wellsfargoadvisors.com
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5 phones found area 704, 314, and 305
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Chris Davis is listed as Founder - Davidson Wealth Management at Davidson Wealth Management, based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 704, 314, 305, and a matched LinkedIn profile for Chris Davis.
Chris Davis previously worked as Founder at Davidson Wealth Management and Managing Director - Investments - Davidson Wealth Management of Wells Fargo Advisors at Wells Fargo Advisors. Chris Davis holds Ab, Economics from University Of North Carolina At Chapel Hill.
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AeroLeads found 1 current-domain work email signal for Chris Davis. Compare company email patterns before reaching out.
I love this thing called a job. What do I do? I have the privilege of helping people make wise decisions with their money so that they can live better lives. If retirement is doing what you would do without pay, you could say I retired in 1981 at age 26. I cannot imagine doing anything else. Yes, you are capable of managing your money. You also can do more with your time. I work with terrific folks at Davidson Wealth Management &Partners who are dedicated and inspired to help you pursue your financial goals, as you and your family define them.Why do we do it? We believe in better futures. You and your story matter.Our website is www.davidsonwm.com. Click on it now and check us out.This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, and WI only.CA Insurance License Number: 0D01918 . Resident State: NCSecurities and investment advisory services offered through &Partners, LLC, registered broker-dealer and investment adviser, member FINRA and SIPC.Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.
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Davidson, North Carolina, United States
I meet people at the intersection of life and finance, helping them relate and coordinate the purpose of their life with the purpose of their wealth.
Davidson, North Carolina
Financial Advisor since 1981. Steadfast and client focused through multiple industry mergers and financial crises.History of names: Wheat First Securities, Wheat First Butcher Singer, Wheat First Union, First Union Securities, Wachovia Securities.CERTIFIED FINANCIAL PLANNER™ since 1985Private Investment Management (PIM) Portfolio Manager since.
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Chris Davis works for Davidson Wealth Management.
Chris Davis is listed as Founder - Davidson Wealth Management at Davidson Wealth Management.
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Chris Davis at Davidson Wealth Management.
AeroLeads has found 5 phone signal(s) with area code 704, 314, 305 for Chris Davis at Davidson Wealth Management.
Chris Davis is based in Charlotte Metro, United States, United States while working with Davidson Wealth Management.
Chris Davis has worked for Davidson Wealth Management and Wells Fargo Advisors.
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Chris Davis holds Ab, Economics from University Of North Carolina At Chapel Hill.
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