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:
We also can answer your questions, including:
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 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...
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...
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...
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...
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...
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...