Davies, Niklaus & Associates
2 Pickwick Plaza
Floor 4
Greenwich CT 06830
(203) 863.7649
(203) 863.7649
Learn more about an advisor's background on
Our wealth management approach is focused on financial planning and both partners in our practice are CFP® professionals. Our goal is to provide honest and intelligent financial guidance coupled with a high level of customer service.
Our wealth management approach is focused on financial planning and both partners in our practice are CFP® professionals. Our goal is to provide honest and intelligent financial guidance coupled with a high level of customer service.
Davies, Niklaus & Associates
Welcome
Our practice is designed to support individuals and families whose financial lives have grown more complex over time, often spanning multiple generations, significant transitions, and long‑term legacy considerations. We work across the age spectrum of client families, providing continuity, perspective, and thoughtful guidance as needs evolve. Drawing on both a highly personalized advisory approach and the resources of a global financial services platform, our focus is on helping clients make deliberate, well‑informed decisions aligned with broader planning, tax, insurance, philanthropic, and multigenerational objectives.
Recognition
Peter Davies
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2025-2026
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2025-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2025-2026
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2025-2026
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
Meet Our Team
Peter Davies,
ChFC®, CFP®, CIMA®, CPFA®, CPWA®, CRPC™
Senior Vice President, Wealth Management Advisor
203.861.5903
203.861.5903
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Richard Wendel
Wealth Management Banking Specialist
Merrill
Alison Kaplan
Wealth Management Lending Officer
NMLS #23044
Bank of America, N.A.
Jeffrey Wiedmann
Wealth Strategist
Merrill
Expand to see all specialists
Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.