Broker Check

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

Managing Partner

(704) 542-0628

(704) 544-7075

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...

Read more

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...

Read more

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....

Read more

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...

Read more

Priscilla Morris

Client Service Representative

(704) 542-0628

(704) 544-7075

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...

Read more

Peter Stewart

Chief Operating Officer

(704) 542-0628

(704) 544-7075

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...

Read more

Shirley V. Sohmer

Client Service Representative

704-542-0628

704-544-7075

Shirley's responsibilities revolve around client service. She is the primary contact for servicing our investment clients with questions. Shirley joins us after spending seventeen years at Charles Schwab where she worked in various...

Read more

Emma our firm's administrative assistant. She received her bachelor's of science degree from Queens University of Charlotte in 2015. She has been a competitive ballroom dancer for nine years and is an accomplishment harpist. Emma...

Read more

Patti is responsible for operations and client service. She has over 15 years of executive experience and spent several years as an operations assistant on a fixed income group trading desk. Patti graduated from Gaston College with a...

Read more