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Our Advisor Team

Our team approach provides a broad perspective with increased benefits to our clients. We have structured our company to have the flexibility to run our own financial-planning businesses while also benefitting from shared resources, infrastructure, technology platforms, and collaboration.

Our team is dedicated to helping you reach your goals. Through collaboration and comprehensive research, we are committed to finding solutions for the financial complexities of your life. We provide access to resources that can address a vast range of your financial concerns—from college savings to retirement readiness or effective tax strategies—and we offer seasoned, impartial advice to help you stay on course to reach your goals.

Scott Davis

Managing Partner

(704) 542-0628

sdavis@daviswilliams.com

Scott Davis is very much the "All-American" guy. He was born on the 4th of July, and played pro-baseball after he graduated from Adelphi University. More importantly, Scott’s personal and business ethics are grounded in a deep...

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John Williams

Managing Partner

(704) 542-0628

jwilliams@daviswilliams.com

John Williams has remained accountable to the values he learned while growing up in a small North Carolina town. As an Eagle Scout, he developed principles that guide him in serving his clients to this day. His sense of community...

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Todd Rose

Financial Advisor

704-998-7537

trose@blakeneyfinancial.com

As a Financial Advisor since 2006, and after working directly with Broker Dealers and Insurance Agencies, Todd saw the value of working with an independent wealth management firm like Blakeney Financial Group. Todd works with...

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Kevin Harvel

Financial Advisor

704-893-3807

kharvel@blakeneyfinancial.com

Kevin firmly believes that most people today are seeking financial balance—the balance of enjoying a good lifestyle today without sacrificing your future financial stability. Kevin’s practice is focused on understanding...

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Judith Mohr

Financial Advisor

704-887-4902

jmohr@milestoneadvicegroup.com

Judith Mohr is the owner of Milestone Advice Group. Milestone Advice Group is a one-of-a-kind wealth management firm working collaboratively with clients to provide comprehensive financial advice. She graduated from Texas Christian...

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