Davies Wealth Management Strategies LLC Employee Directory

Investment ManagementFlorida, United States2-10 Employees

Davies Wealth Management Strategies LLC (DWMS) is an independent wealth management firm wholly owned by Wayne R. Davies, CFP, ChFC.   Securities offered through Avantax Investment Services SM - Member FINRA, SIPC.  Advisory Services offered through Avantax Advisory Services SM.

Find and Like us on Facebook at "DWMS" and on Twitter "@DWMSConnect". 

Visit our website at www.DaviesWealthMS.com or www.DWMSConnect.com for additional information, and call 508-478-2600 with any questions or to schedule an appointment.

Find Davies Wealth Management Strategies LLC employees' phone numbers or email addresses

Davies Wealth Management Strategies LLC Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Davies Wealth Management Strategies LLC's Leadership

  • Stylized image of a person
    W. R. D.
    Owner / Principal
    Phone icon
  • Stylized image of a person
    G. T. D.
    Digital Marketing Associate
    Phone icon

Contact profiles from Davies Wealth Management Strategies LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. R. D.
    Owner / Principal
    Phone icon
    United StatesFlorida
    Oct 23, 2025
  • Stylized image of a person
    G. T. D.
    Digital Marketing Associate
    Phone icon
    United States
    Aug 12, 2025

Frequently Asked Questions

What is Davies Wealth Management Strategies LLC known for?

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Davies Wealth Management Strategies LLC was founded in 1997 operates in the Investment Management industry. Explore Davies Wealth Management Strategies LLC's company overview page for more information.

What is Davies Wealth Management Strategies LLC's most common email format?

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Davies Wealth Management Strategies LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Davies Wealth Management Strategies LLC email formats with LeadIQ.

How many employees does Davies Wealth Management Strategies LLC have currently?

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Davies Wealth Management Strategies LLC has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Davies Wealth Management Strategies LLC's key employees and leadership?

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As of December 2025, Davies Wealth Management Strategies LLC's key employees include:

  • Owner / Principal: W. R. D.
  • Digital Marketing Associate: G. T. D.

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