Davies, Niklaus & Associates
2 Pickwick Plaza
Floor 4
Greenwich CT 06830
(203) 863.7649
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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.
Welcome

We're a multi-generational team and our goal is to connect with client families across the age spectrum.  Our practice offers boutique style service coupled with the extensive resources of a global financial services firm.  As part of our service offering, we provide guidance to clients in all areas of wealth management including investments, retirement planning, insurance review and multi-generational wealth planning.

Recognition
Zachary Niklaus
Assistant Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
Click here to learn more about advisor recognitions
Meet Our Team
Peter Davies,

ChFC®, CFP®, CIMA®, CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor
203.861.5903
Zachary Niklaus,

CFP®

Assistant Vice President, Senior Financial Advisor
203.863.7649
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
Bank of America, N.A.
NMLS #23044
Jeffrey Wiedmann
Wealth Strategist
Merrill
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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.

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Are Not FDIC Insured

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May Lose Value

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