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 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...
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...
After working directly with a Broker Dealer and then an Insurance General Agency, Todd saw the value of working with an independent wealth management firm like Blakeney Financial Group...
My clients share many characteristics: they care deeply about their families; they are driven professionally; they believe in extending goodwill toward others; and they value experiences over a net-worth number on a balance sheet....
Corey T. Myers is our new Advisor here at Davis Williams. Corey, his wife, and his three children moved from Greenville, SC to join our team in 2019. Corey has a passion for people and for numbers. “There’s nothing better...
Lance Barnhardt is passionate about helping people make smart financial choices so they can lead more productive and fulfilling lives. Lance believes the planning process should be simple, enjoyable, and inspiring. Nothing makes him...
It is extremely gratifying to help families accomplish their financial goals and lifetime dreams, and manage their resources with great stewardship by bringing sound financial planning, knowledge and trustworthy advice to a lasting...