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.
Corey Myers
Advisor
704-544-7075
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...
John Williams
Managing Partner
(704) 544-7075
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...
Kevin Harvel
Financial Advisor
704-237-3632
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....
Lance Barnhardt
Financial Advisor
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
Managing Partner
(704) 544-7075
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...
Todd A. Rose
Financial Advisor
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...