George T. Davis
Financial Advisor CWS, CFF
Introduction
Over the past 17 years, Davis Wealth Management has developed a brand focused around holistic financial planning and excellent client service. We provide independent, unbiased financial advice based on thorough analysis and a clear understanding of your financial objectives. Through our step-by-step process we aim to find the best financial plan for our clients. We strive to develop one-on-one relationships with our clients in order to handle their wealth in a way that truly fits their unique needs. Our comprehensive strategic wealth management tactics are what has proven to make our clients satisfied time and time again.
At Davis Wealth Management we focus on making decisions best suitable for your financial needs. Our objective is to enhance your quality of life by identifying, prioritizing, and accomplishing your financial goals. We act as your advocate in all areas of the wealth management process including helping you identify your family’s wealth objectives, assisting with the establishment and implementation of formal plans to achieve those objectives, and monitoring the progress towards them.
Service Team
Joseph Bonacci
Portfolio Management Associate, CFA
Anna Alarcon
Office Administrator
Christie Terranova
Office Administrator
Kaitlyn Pfluger
Trader & Licensed Administrative Assistant
Executive Team
James Slaughter
President & Co-Founder
Giancarlo Foti
President & Co-Founder
Location & Contact Information
836 SW 18th CT
Fort Lauderdale, FL 33315