8832 Blakeney Professional Drive
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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 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...
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...
Lance Barnhardt is passionate about helping people make smart financial choices so they can lead more productive and fulfilling lives. Lance believes the planning process should be simple, enjoyable, and inspiring. Nothing makes him...
Client Service Representative
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...
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...
Corey T. Myers is our new Advisor here at Davis Williams. Corey, his wife, and his three children moved from Greenville, SC to join our team in 2019. Corey has a passion for people and for numbers. “There’s nothing better...
Laura joins us as an administrative assistant and will handle many of our daily office operations. Many of you will get to know Laura as she will be greeting our clients and friends on the phone and in the office. Laura graduated from...
Tamara was born and raised in North Carolina, but Texas holds a special place in her heart. After receiving a degree in Journalism from Texas Christian University, she moved to Charlotte to be closer to family. Bringing 20+ years of...
Tracey is responsible for managing our firm’s operations. She has over 22 years of industry experience assisting advisors in building healthy client centric practices. She is also a licensed life insurance agent for North...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.