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.

 
Scott Davis

Scott Davis

Managing Partner

(704) 542-0628
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 sense of...

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John Williams

John Williams

Managing Partner

(704) 542-0628
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...

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Sharon has 35 years experience working in the industry. Sharon’s emphasis has always been on consumer education. She is passionate about balancing competitive rates/market availability with individualized customer needs and service....

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After receiving her Bachelor of Science degree in finance from Bradley University in Peoria, IL, Michelle spent 17 years with AXA Financial specializing in the administration of life and annuity products. She holds the Chartered Life...

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Priscilla received her Bachelor of Arts degree from Belmont Abbey College in 2000. She started her career in health insurance in 1994 in the HMO industry, working in both the public and private sectors, and brings an variety of...

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Peter Stewart

Peter Stewart

Chief Operating Officer

(704) 542-0628
pstewart@daviswilliams.com

Peter is our Chief Operating Officer and has spent the last 20 years leading numerous brokerage operations and contact centers. Peter graduated from the University of New Orleans with a Masters in Economics and holds several securities...

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Charity Buinicky

Charity Buinicky

Client Service Manager

(704) 542-0628
cbuinicky@daviswilliams.com

Charity is our Client Service Manager responsible for servicing our investment and annuity clients. She began her career in the securities industry in 2000. She holds both Series 7 and 63 licenses and is a licensed agent for life and...

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