Davis Wealth Advisors Information
Contact top employees from
Davis Wealth Advisors
Summary
Davis Wealth Advisors is a fee-only financial planning and wealth management firm. Our advisors provide a holistic view of your financial life and help you make decisions that will allow you to live y...Show more
Organization Website | daviswealthadvisors.net |
Social Links |  |
Phone Number | 6038363477 |
Industries | |
Headquarters Location | 12 Stiles Rd., Salem, NH, 03079 US |
Employees Size | 1-10 employees |
Specialties | Tax Planning, Risk Management - Insurance, Investment Management, Retirement Income Planning, Charitable Giving, Sustainable Investing, Comprehensive Financial Planning |
Founded | 2017 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Davis Wealth Advisors shows a diverse range of experience levels:
14% have been with the company for less than 1 year29% for 1–2 years29% for 3–4 years29% for 5–7 yearsContact top employees from
Davis Wealth Advisors
Blake Mahoney
Wealth Advisor
Tony DiBartolomeo
Portfolio Manager
Stephanie Castonguay Griebel
Wealth Advisor
Traci Diedrich
Operations Manager
Mimi Cagle
Client Service Associate
Melinda Davis
Founder & Managing Partner
Zach Gibbons
Financial Planning Associate
Patrick Xavier
Financial Planning Associate
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FAQ
Davis Wealth Advisors operates in the Finance industries. More details can be found on the official website: daviswealthadvisors.net.
The headquarters of Davis Wealth Advisors are located in Salem, United States.
You can contact Davis Wealth Advisors by phone at 6038363477.
Davis Wealth Advisors currently employs 1-10 people.
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