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Thomas R Davies CFS

Qualifications

Thomas began his career at Merrill Lynch in 1996 in Delray Beach, FL. His first position was cashiering, trades, and compliance. He would later then become a Financial Advisor at Merrill Lynch. While at Merrill Lynch in Ft Lauderdale, FL. Thomas achieved his Series 7 , Series 66 licenses, and several individual achievement awards. In 2008 Thomas left Merrill Lynch and took an opportunity to work at Morgan Stanley in Ft Lauderdale, FL as a Financial Advisor. Thomas achieved his life, health, and variable annuity license while at Morgan Stanley. 

Experience

  • (1996-2008)    Financial Advisor, Merrill Lynch
  • (2008-2009)  Financial Advisor, Morgan Stanley
  • (2009-Present) RIA Owner, Wealth Manager. Davies Wealth Management




https://www.linkedin.com/in/daviesrthomas