$215MM AUM | $1.9MM GDC in Charlotte, NC

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Successor
Location
Charlotte, NC, US
Fee 0% Commission 100%
$1,850,000
Gross Revenue
1,500
# of Accounts
59
Avg Client Age
Overview

Davis Williams Wealth Management is an independently owned and operated financial services firm located in Charlotte, NC. Our focus is helping clients with their finances who are in retirement or about ten years from retirement. We also own an OSJ subsidiary: Blakeney Financial Group. The OSJ is a great way to slowly transition your business on your schedule while getting to know our team and support options.

So much depends on a good plan. It’s true of baking a cake, planting a garden, and coaching a Little League team. It’s true of building an addition to your home. It’s true of building a rocket to travel to the moon. Same for saving for retirement. The key is a good plan. This is no different than a good transition plan. We will do everything in our power to ensure your experience joining our family is remarkable.

We welcome the opportunity to work with you, to help you reach your goals and continue to help your clients reach theirs.

Has Office Space to Share in Charlotte, NC

We own our own OSJ and have office space available. Can offer trained CSR support.

Contact to discuss details
 
Extended Profile Information

Loading...