Thomas L Davila Ii

Thomas L Davila Ii Email and Phone Number

Revolution Wealth Management, LLC has merged with Live Oak Investors @ Live Oak Investors
Thomas L Davila Ii's Location
Boerne, Texas, United States, United States
Thomas L Davila Ii's Contact Details

Thomas L Davila Ii personal email

Thomas L Davila Ii phone numbers

About Thomas L Davila Ii

Thomas L Davila II joined Financial Resources Group Investment Services as a Business Consultant serving the Texas and Oklahoma markets. As a registered Wealth Manager, Thomas has the privilege of working with all levels of clients to serve as their single point of contact for all financial matters. Thomas uses a disciplined approach to assist clients through the development, implementation, and maintenance of their personalized investment plan. While following this approach, he has guided clients through the wealth accumulation, wealth preservation, wealth distribution, and wealth transfer phases of their lives.Thomas began his financial services career over 20 years ago at United Services Automobile Association (USAA). During his 12 years at USAA, he specialized in property and casualty insurance and investment strategies. In 2003, Thomas joined Banc One Securities / Chase Investment Services as a Financial Advisor in Scottsdale, AZ. In February of 2006, Thomas became the Investment SalesManager for the Southwest Texas / Border Market and quickly became a Top Producing Manager in 2006 and 2007. In February of 2010, Thomas left Chase Investment Services Corporation to join SWBC Investment Services, as a Financial Advisor. After 18 months at SWBC Investment Services, Thomas founded Revolution Wealth Management to focus on delivering services and strategies to his clients.Thomas is a graduate of the University of the Incarnate Word with a Bachelors of Business Administration in Management. A native of San Antonio, he is happy to reside there again with his wife Jessica and two daughters Lexi & Lola.Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above.Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Thomas L Davila Ii's Current Company Details
Live Oak Investors

Live Oak Investors

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Revolution Wealth Management, LLC has merged with Live Oak Investors
Thomas L Davila Ii Work Experience Details
  • Live Oak Investors
    Senior Wealth Advisor / Lpl Registered Principal
    Live Oak Investors Jul 2023 - Present
    Boerne, Texas, Us
  • Live Oak Investors
    President / Wealth Manager
    Live Oak Investors Feb 2023 - Jul 2023
    Boerne, Texas, Us
    We have teamed with LPL Financial to form a Wealth Management office based in San Antonio, Texas. The goal of Revolution Wealth Management is to create a client centric environment with a passion for client service, with unbiased wealth management advice. And to become the premier destination for Advisors to grow and work with other like minded financial professionals.
  • Financial Resources Group Investment Services
    Business Consultant Manager
    Financial Resources Group Investment Services Feb 2019 - Mar 2023
    The position includes recruiting new advisors and leading the existing team to achieve the AUM and revenue goals set by the company. Other responsibilities include developing strategies to grow “same store” sales, assisting with implementation of these strategies along with various marketing campaigns and tools, while ensuring that existing customers receive excellent service.
  • Ibc Investment Services
    Program Manager
    Ibc Investment Services Feb 2019 - Mar 2023
    Manage the day to day operations of the International Bank of Commerce Investment Services platform.
  • Revolution Wealth Management
    President / Wealth Advisor
    Revolution Wealth Management Nov 2011 - Feb 2019
    We have teamed with LPL Financial, to form a Wealth Management office based in San Antonio, Texas, while also looking to open other offices in Texas. The goal with Revolution Wealth Management is to create an Advisor friendly environment with a passion for client service with unbiased wealth management advice.
  • Swbc Wealth Management
    Wealth Manager
    Swbc Wealth Management Feb 2010 - Nov 2011
  • Chase Investment Services Corp
    Vice President - Investments
    Chase Investment Services Corp Jun 2003 - Feb 2010
  • Chase
    Financial Advisor
    Chase 2003 - 2009
    New York, Ny, Us
  • Usaa
    Sales & Service Rep
    Usaa 1996 - 2003

Thomas L Davila Ii Skills

Series 7 Insurance Retirement Planning Asset Management Series 63 Series 24 Registered Investment Advisor Sales Management Sales Process Team Leadership Team Building Asset Managment Wealth Management Retirement Asset Allocation Mutual Funds Investment Advisory Strategic Financial Planning Fixed Annuities Portfolio Management Iras 401k Alternative Investments Wealth Management Services Financial Advisory Variable Annuities Life Insurance Wealth Accumulation Relationship Management Long Term Care Insurance Retirement Plan Consulting Long Term Care Disability Insurance Financial Services Securities Investments Estate Planning Wealth

Thomas L Davila Ii Education Details

  • University Of The Incarnate Word
    University Of The Incarnate Word
    1999
  • St Anthony'S
    St Anthony'S
  • Thomas Jefferson High School
    Thomas Jefferson High School

Frequently Asked Questions about Thomas L Davila Ii

What company does Thomas L Davila Ii work for?

Thomas L Davila Ii works for Live Oak Investors

What is Thomas L Davila Ii's role at the current company?

Thomas L Davila Ii's current role is Revolution Wealth Management, LLC has merged with Live Oak Investors.

What is Thomas L Davila Ii's email address?

Thomas L Davila Ii's email address is th****@****.rr.com

What is Thomas L Davila Ii's direct phone number?

Thomas L Davila Ii's direct phone number is +121031*****

What schools did Thomas L Davila Ii attend?

Thomas L Davila Ii attended University Of The Incarnate Word, St Anthony's, Thomas Jefferson High School.

What skills is Thomas L Davila Ii known for?

Thomas L Davila Ii has skills like Series 7, Insurance, Retirement Planning, Asset Management, Series 63, Series 24, Registered Investment Advisor, Sales Management, Sales Process, Team Leadership, Team Building, Asset Managment.

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