I’ve been in the wealth management industry for more than 25 years, and I’ve had the opportunity to perform every major role in my practice, from fund selection to performance analyses. As the founder of Davis Executive Wealth Management, I oversee business development and continually build new relationships with clients. I specialize in asset allocation and management, and my goal is to help successful executives and business owners maximize their wealth for growth and security. I’ve witnessed the truth of the adage, “Concentration creates wealth; diversification preserves it,” and I help 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. As one of the first financial professionals to write a 10b5-1 plan, I’ve had extensive experience navigating complex compensation plans, and I’m skilled at helping executives design stronger, more stable plans.Most of my clients are driven corporate executives who want to delegate their financial planning responsibilities to an experienced professional. As a driven entrepreneur myself, I understand their busy lifestyle and their desire to make highly efficient, competent decisions. So whether my client wants to understand the intricacies of their plan or receive a high-level summary, my 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 that my clients understand what my team is doing for them, why we’ve chosen each approach, and all the options and opportunities within their plan. Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.