George T. Davis
Advanced Planning and Wealth Strategies for High Net Worth Individuals and Businesses. Independent Certified Financial Fiduciary® and Certified Wealth Strategist® with 20 years of experience.
- Role
- Founder & President at Davis Wealth Management, Inc
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About George T. Davis
Davis Wealth Management is a full-service financial planning and retirement consulting…
Experience
Founder & President
Mar 2006 — Present · Miami, TX, US
Davis Wealth Management Inc. is a full-service financial planning and retirement consulting firm for individuals, families, and business owners. George Davis is a Certified Financial Fiduciary®, Certified Wealth Strategist®, and holds the following licenses: Series 7, Series 24, Series 51, Series 63, Series 65 and the Florida 2-15 Insurance License. Mr. Davis is a Registered Principal of NEXT Financial Group Inc. as well as an Investment Adviser Representative of NEXT Financial Group Inc.Securities and investment advisory services are offered through NEXT Financial Group Inc, a registered broker-dealer and investment adviser registered with the US Securities and Exchange Commission. Davis Wealth Management Inc is a non-affiliate of NEXT Financial Group Inc. NEXT Financial Group Inc is a member
Skills
- Wealth Management
- Asset Management
- Tennis
- Trading
- Retirement Planning
- Mutual Funds
- Management
- Asset Managment
- Strategic Financial Planning
- Strategy
- Insurance
- Securities
- Skiing
- Portfolio Management
- Retirement
- Wealth
- Alternative Investments
- Series 7
- Financial Planning
- Investment Advisory
- Financial Modeling
- Finance
- Strategic Planning
- Investments
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