Davis, Westerburg & Associates
Awarded 2024 and 2023 Forbes
“Best-in-State Wealth Management Teams”
Published annually in January. Rankings based on data as of March 31 of prior year.
No two clients are alike. Neither are their wealth management challenges. At Davis, Westerburg & Associates, you won’t find a “one size fits all” approach to wealth management. Our experienced team delves deep to understand your relationship to wealth and how it affects your world.
We spend time getting to know you well. By understanding what your wealth means to you, we can help you make thoughtful decisions about what you want to accomplish with it – during your lifetime and beyond. Then, we’ll work closely with you to tailor wealth management strategies to your personal goals and aspirations. Throughout our relationship, we’ll revisit your strategies and help you adjust them to changing circumstances in your life.
We know that managing wealth is complex. We’re committed to helping you smooth out the complexities so you can concentrate on what is most important in your life.
As a Davis & Associates client, you will have a personalized relationship with a wealth management advisor. You'll also have access to a knowledgeable team with diverse personalities, skills and experience. We believe our differences are a source of strength. Each of our multigenerational team members contributes specialized knowledge and individual perspectives. What unites us as a team is our approach to wealth management. No matter which of us you speak to, you will hear a consistent message.
What you can expect from us:
Collaboration. We'll work side-by-side with you to help you articulate and pursue your wealth management goals.
Communication. We encourage candid discussions about what is happening in your life and the financial markets.
Customization. We can help you create wealth management strategies and build portfolios based on your individual goals and preferences.
Whether you wear Orange & Blue,
Garnet & Gold is okay too.
All are welcome, especially you,
at a tailgate hosted by the Merrill crew!
It's Rivalry Week...see you at The Swamp!
To help you prepare to take advantage of emerging market trends, this seminar has been designed to help you better understand:
•The CIO's outlook on the economy and the potential impact on your portfolio in the coming year
•Factors you should be aware of, such as equity rotation and potential rate cuts by the Fed
•The long-term trends that are having a constructive impact on the markets
•Specific thoughts on the core asset classes that comprise many investor portfolios
•And how we can work together to implement our best thinking in support of pursuing your goals
Florida Gators fan? College football fan? Just looking for a fun way to spend a Saturday? Come tailgate with Frank, Ryan, and the rest of our Merrill team as we cheer on The Gators!
Whether you wear Orange & Blue,
Garnet & Gold is okay too.
All are welcome, especially you,
at a tailgate hosted by the Merrill crew!
It's Rivalry Week...see you at The Swamp!
Please join us to explore how the Secure 2.0 Act of 2022 may provide opportunities of longevity, access and flexibility to your retirement savings and readiness.
We invite you to join us in exploring how fixed income investments can be utilized in the current market to help you achieve a well-diversified strategy.
As we approach the end of the first quarter, please join us as we explore whether the coming year might bring a return to a more promising market environment as global economies reset.
How can consistency, courage, and balance help drive long-term investment success? We are looking forward to having Invesco leadership share how these key principles and historical insights may contribute to achieving your investment goals.
We are honored to sponsor the Santa Fe College Women of Distinction. Since 1987, the college has recognized outstanding women who are inspiring leaders in our local community, Alachua and Bradford Counties.
Please join us for a timely update from our Chief Investment Officer, where David Koh, Managing Director and Senior Investment Strategist, will share insights on the state of the financial markets, as well as key investment themes and positioning for the year.
Our team is happy to sponsor Rotary Club of Gainesville Foundation's annual fundraising event, Wild Game Feast. This year's 38th anniversary event will support local charities including the PACE Center for Girls, the Grace Pharmacy and the Child Advocacy Center.
In 2022, our team volunteered building homes with Alachua Habitat for Humanity. We are delighted to rejoin these families in celebration of receiving keys to their new homes.
CIMA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
