We are committed to providing clients with the highest of quality service

Thomas Davies

Thomas began his career in the financial industry at Merrill Lynch in 1996. Thomas sharpened his skills at Merrill Lynch in operations, wire and order, and as a Financial Advisor. While at Merrill Lynch, Thomas achieved his Series 7 , Series 66 license and several individual achievement awards.

In 2008 Thomas left Merrill Lynch and took an opportunity to work at Morgan Stanley as a Financial Advisor. Thomas achieved his life, health and variable annuity license while at Morgan Stanley.




After many years at the Large Wirehouses, Thomas opened Davies Wealth Management July 1st, 2009 to work with a small group of exceptional clients.

Unlike many other financial advisors, Thomas doesn't receive commissions or compensation from third parties for selling their products. This means his advice to you is completely based on what's best for you. Period. Thomas thinks’ it's the only arrangement that's fair to clients.

Thomas Davies is committed to help you identify and reach your financial goals. He will personally study the best products the financial services industry has to offer and tailor the perfect plan for you.

Thomas enjoys fishing and boating in his spare time. Thomas has an active USCG captain's license and is a U.S. Merchant Marine Officer. Thomas is a Member of the National Association of Charter Boat Operators, and the American Sportfishing Association