Wealth Planning with an Executive Focus

You have a successful career as a corporate executive, and as a result, are rewarded with a wealth of compensation and company benefits. Of course, with them come many complexities that must be addressed and potential pitfalls that must be avoided. At Davis Executive Wealth Management Group, we are well-versed in all these executive issues and stand ready to serve as your trusted advisory team.

 

THERE IS SUCH A THING AS HAVING TOO MUCH COMPANY STOCK

It's called concentrated equity risk and it can pose a threat

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MAKING A WRONG MOVE CAN COST YOU AT TAX TIME

There can be tax consequences to any decision you make

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ARE YOU MISSING OUT ON MAXIMIZING YOUR BENEFITS

Know when to exercise benefits to get the biggest advantage

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A team you can put your trust in

Our team members apply years of experience in managing the wealth of corporate executives, while also leveraging the powerful resources of Raymond James and Steward Partners' global platform. Learn More

TIMOTHY DAVIS, CFP®

Partner, Managing Director
Wealth Manager, RJFS

MICHAELYN D. BORTOLOTTI

Partner, Vice President
Wealth Manager, RJFS

MICHAEL CARILLI

Partner, Vice President
Senior Registered Client Administrative Manager, RJFS

An Introduction To Our Team

Events for Our Clients

Wealth Planning Process

The steps we take to customize your plan

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In The Press

News about us

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Executive Webinar Series

Sign up for exclusive access

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Corporate Executives

Specialized guidance for executive compensation

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