Jim Davis Email & Phone Number

Davis Investment Partners is a comprehensive wealth management team that serves families, business owners, professionals and retirees in Charlotte and surrounding areas. We provide custom strategies that are process oriented, logical, and non-emotional. We deliver this service with full disclosure, independent thinking, and transparency.Jim Davis has over 35 years of experience in the financial services industry and has helped to preserve client assets from crashes, banking meltdowns, military confrontations, terrorist attacks, interest rate swings, inflation, and deflation. Jim complies with all legal and regulatory agencies and has served as Arbitrator on numerous judicial panels and investment-related cases. He and his team use a conservative approach designed to provide quality growth and income for clients, their families, friends, and affiliates.Jim and his wife Lynn, married for 39 years, raised 3 children in Charlotte. Jim is active with KinderMourn and Moments of Hope Church. Outside the office, Jim enjoys playing golf, exercising, and spending time with his granddaughter.Davis Investment Partners specializes in discretionary and non-discretionary asset management. They are solution-focused in the areas of risk management, retirement planning, income and gift tax law, estate planning, legacy strategies, distribution techniques, and charitable giving, such as gift annuities, remainder trusts and foundations.Davis Investment Partners4521 Sharon Rd. Suite 375Charlotte, NC 28211Office: 704.741.4200Davis Investment Partners LLC is a registered investment advisor. Please visit our website at https://www.davisinvestmentpartners.com/ for important disclosures.