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

704-542-0628

704-544-7075

cmyers@daviswilliams.com

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) 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...

Kevin Harvel

Financial Advisor

704-893-3807

704-237-3632

kevin@alliancewealthus.com

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

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...

Mo Luke

Financial Advisor

704-644-3540

704-731-0971

mluke@revivalwealth.com

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...

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...

Todd A. Rose

Financial Advisor

704-998-7537

trose@blakeneyfinancial.com

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...