Davis Group
The Davis Group is a Merrill Lynch Wealth Management team located in Wilson, North Carolina. With over 40 years of combined wealth management experience, our team manages investments for families and businesses predominantly in North Carolina and the southeastern United States. Our approach centers on the needs and interests of our clients. We work together with our clients to understand their financial goals and then creating a strategy to maximize their chances of achieving those goals. We pride ourselves on providing our clients with a disciplined investment and wealth planning approach that is backed by the investment insights of Merrill and the lending capabilities of Bank of America. Our father-son generational team has the capability to assist with your most intricate financial situations.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
