Working together to reach your financial goals.
For more than 30 years, my focus has remained clear — to help clients create and manage wealth. Just as each client is different, no two paths to meeting investment goals are exactly the same. Bumps and triumphs come inconsistently and at indiscriminate times, and my personalized service embraces that. As your Financial Advisor, my main focus is building a solid relationship you’ll appreciate, offer you the personalized attention you expect, and deliver the impeccable service you deserve.
Building Wealth & Earning Trust
Davenport & Company has been an employee owned firm since its inception in 1863 — working as a Financial Advisor for a firm of this caliber has afforded me the opportunity to serve each of my clients with integrity, personalization and care. My clients’ goals are my goals. Whether working with high-net-worth individuals, ERISA, corporate or trust clients, I’m a steadfast advocate of building long-lasting relationships with each of my clients — getting to know them personally to understand what drives them.
Charlie Davis is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Arizona, DC, Florida, Georgia, Indiana, Kentucky, Massachusetts, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas and Virginia. Charlie is licensed to offer insurance and annuity products to residents in Arizona and North Carolina.