My Story
I grew up in Pleasant Garden, NC, where values like service and community were instilled in me from a young age. My career has been a journey of helping others, inspired by my own life experiences and interest in investing. With a degree in Economics from the University of North Carolina at Chapel Hill, I’ve dedicated my professional life to guiding others through their financial journeys, always with the belief that stories hold truths greater than facts alone.
My Focus
As Founder of Davidson Wealth Management, I challenge conventional thinking and bring new concepts to our investment management team. I serve as the Team Ambassador, reminding everyone that wealth management is more than just numbers; it’s about helping people build better lives. I take pride in helping build and share the life stories of our clients to our team as part of the core values of our practice.
My Life
The love of my life, Robbie, and I have two sons, Michael and Preston, and six grandchildren. She and I enjoy riding horses, hiking, and working on our farm. I’m also deeply involved in serving boards of various Methodist affiliated organizations. It may be said that I read self-help books “for fun.” As a former Rotarian, I have adopted their motto, “Service above self,” as a way of life. My favorite quote expresses the unpredictable aspect of financial planning; “Life happens to the left of the decimal point.” (Thank you, Pip Coburn.)
CA Insurance #0D01918
