Christopher W. Davis, CFP<sup>®</sup>, CIMA<sup>®</sup>

Christopher W. Davis, CFP®, CIMA®

Managing Director - Investments

Phone: (704)-655-7698
Fax: (704)-655-9352
E-mail:
 
Education  University of North Carolina at Chapel Hill
Degree  B.A. Economics
Certification 

CERTIFIED FINANCIAL PLANNER™

Certified Investment Management Analyst

Industry Experience  Since 1981
Wells Fargo Advisors Experience  Since 1981
Hometown Pleasant Garden, NC
Resides  Davidson, NC
Charitable Interests

United Methodist Foundation of Western North Carolina

Aldersgate, A United Methodist CCRC

Chris began serving the investment and wealth management needs of his clients in 1981. Soon thereafter, he became a CERTIFIED FINANCIAL PLANNER™ professional, one of the early adopters of this highly-regarded industry standard. Seeking to build a superior client service model, he founded Davidson Wealth Management of Wells Fargo Advisors in 1991 and he earned the Certified Investment Management Analyst's designation from the Investment Management Consultants Association in 1994. Chris has remained steadfast and client-focused through multiple industry mergers and financial crises. He has chosen to maintain his industry registrations with the firm that first gave him the opportunity to serve and help build, manage, preserve and transition his clients' wealth.

Today, Chris's achievements have been recognized by both Barron's and Financial Times. Chris is recognized within Wells Fargo Advisors as a Premier Advisor, a designation reserved a select group of Financial Advisors and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.

University of North Carolina at Chapel Hill economics graduate, Chris also completed a Securities Industry Institute program at the Wharton School of the University of Pennsylvania. An active member of his community, Chris was honored with the James C. Wheat, Jr. Award for outstanding community service. Since 1991, he has served on the board of the United Methodist Foundation of Western North Carolina. He also serves on the board of Aldersgate, a nonprofit continuing care retirement community.

Chris and his wife, Robbie, live on a horse farm outside Davidson, NC. They enjoy camping with their dogs and horseback riding. Their son, Michael, is also a member of Davidson Wealth Management. He, his wife, Carrie, and their daughter, Evelyn, live in Mooresville, NC. Their other son, Preston, serves as Minister to High Point University and resides in High Point, NC with his wife, Dorsett, and their identical twin sons, Jordan and Christopher.

 

2013, 2014 and 2015 Financial Times - The guiding principle behind the FT 400 is to focus on investors. We assessed financial advisers from the perspective of current and prospective clients. The formula the FT uses to grade advisers is based on six broad factors and calculates a score for each adviser. Rankings are based on data provided by investment firms, Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.

BARRON'S WINNER'S CIRCLE 2008, 2009, 2010, 2011, 2012, 2013, 2014 , 2015 & 2016. Ranked in top 1,200 in America and 6th in NC in 2016 * The rankings are based on data provided by over 4000 of the nation’s most productive advisors.  Factors included in the ranking were assets under management, revenue produced for the firm, regulatory record, quality of the advisors practice and philanthropic work. Total assets are all assets overseen by the adviser’s team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Investment performance is not an explicit component. Attendees of the Barron's Winner's Circle® Conference were comprised of the 100 financial advisors listed in Barron's "Top 100 Financial Advisers", as well as 400 financial advisors selected by their firms to attend this event. Portfolio performance is not an explicit component.