Michael Davis Cfs® Email & Phone Number

At Davidson Wealth Management of Wealls Fargo Advisors we work with a select group of clients - individuals, families, business owners and institutions - to help build, manage, preserve and transition wealth. We employ a comprehensive approach by focusing on the four cornerstones of wealth: Investments; Liability Management; Risk Management (through insurance and other asset protection strategies); and Trust, Estate and Fiduciary services.Our process begins by listening to our clients. We listen to learn. We listen to understand our clients’ current situation; their past experiences; and the goals and objectives for their future. With the information our clients share, we go to work. We study, test, analyze and model solutions to help them achieve their financial goals. We explain those solutions and our recommendations in plain, simple English – no technical jargon. And with our clients’ agreement, we implement their plans in an independent, objective, unbiased and cost-effective manner. Then we continually evaluate the progress of our clients’ plans and make adjustments as material changes occur in the markets and, of course, as major changes occur in the lives of our clients and their families.Please contact me by e-mail at Michael.davis@wfadvisors.com. I cannot respond to messages through LinkedIn. 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 #0K27780. Resident State: NC.Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. WFA and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social