Neil Davies

Neil Davies, CPWA

Senior Private Wealth Advisor

Bio

Neil is a Certified Private Wealth Advisor (CPWA) in the firm’s private wealth practice. He advises individual clients on various topics related to wealth management including investment advisory, retirement, and estate planning. Neil also supports our institutional clients by working with executives on their personal wealth strategies and conducting one-on-one and group educational meetings primarily for pre-retirees. Neil builds partnerships with our private clients with a strong focus on helping them articulate their goals and achieve financial security. Leveraging our institutional expertise, Neil focuses on wealth preservation, identifying tax-efficient strategies and structuring low-cost portfolio solutions. He takes a collaborative, planning-based approach to client service and partners with legal and tax advisors to ensure the integration of a holistic wealth management strategy.

Neil is a graduate of Illinois State University and holds a B.S. in Finance.