Broker Check

Team

At Davis Williams Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

John Williams

Managing Partner

(704) 542-0628

(704) 544-7075

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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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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Kevin Harvel

Financial Advisor

704-893-3807

704-237-3632

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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Lance Barnhardt

Financial Advisor

704-542-0628

lbarnhardt@daviswilliams.com

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...

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Scott Davis

Managing Partner

(704) 542-0628

(704) 544-7075

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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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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