Robert Davis

Wealth Advisor

A customized and specific financial plan is essential to helping clients work towards their stated goals.  Whether these are personal or business goals, our commitment is always to listen intently and work to develop a strong, sound plan to address those needs.

A plan should integrate the financial products that best suit the situation and the needs of the individual. Through continual review, we are able to measure the plan's progress toward stated goals.  This process helps ensue client satisfaction and helps strengthen our long term relationship.

Call or email to set up a meeting to discuss and review your current situation.  As a team we can work together to develop the right plan for you.

Phone 864.501.5559
Fax 864.416.5266
Mobile Phone 864.934.7093