Davis, Dickerson & Associates
Davis, Dickerson & Associates offers targeted financial advice and customized investment guidance to a demanding clientele that includes affluent individuals, families and institutions.
We understand the complexities surrounding wealth today, including managing investment portfolios in the context of interconnected global markets. But along with challenges, we believe that significant wealth presents extraordinary opportunities.
Our mission is to help clients pursue their long-term financial objectives. For individuals and families, we strive to develop customized wealth management strategies and assist them in building broadly diversified, investment portfolios. For institutions, we guide governing boards and committees in designing their investment process, including strategic asset allocation, asset manager selection and can provide access to the Investment Policy Statement service available through Merrill.
Each of our team members, as well as our skilled client service colleagues, have years of experience working with affluent clients, many of whom are exceptional business people and accomplished investors. We are proud that they look to us for advice and guidance on matters that are critically important to them.
Davis, Dickerson & Associates offers targeted financial advice and customized investment guidance to a demanding clientele that includes affluent individuals, families and institutions.
We understand the complexities surrounding wealth today, including managing investment portfolios in the context of interconnected global markets. But along with challenges, we believe that significant wealth presents extraordinary opportunities.
Our mission is to help clients pursue their long-term financial objectives. For individuals and families, we strive to develop customized wealth management strategies and assist them in building broadly diversified, investment portfolios. For institutions, we guide governing boards and committees in designing their investment process, including strategic asset allocation, asset manager selection and can provide access to the Investment Policy Statement service available through Merrill.
Each of our team members, as well as our skilled client service colleagues, have years of experience working with affluent clients, many of whom are exceptional business people and accomplished investors. We are proud that they look to us for advice and guidance on matters that are critically important to them.
CFP®, CPFA®
CFP®, CPFA®
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.
