Financial Consulting Boston

Davis Executive Wealth Management at Steward Partners

Financial Consulting Boston
You Deserve Peace & Prosperity

Address
One International Place
Suite 3210
Place
Boston, MA   02110 
Landline
(617) 377-4418
E-Mail
[email protected]
E-Mail
[email protected]
E-Mail
[email protected]
E-Mail
[email protected]
Facebook
457707061094901
Video
www.youtube.com
Website
davis.stewardpartners.com

Description

At Davis Executive Wealth Management Group, we leverage forward-thinking strategies to help corporate executives preserve their wealth and capitalize on opportunities in an increasingly complex financial world. With more than 75+ years of combined experience, our team will look after your best interests through every phase of life, coordinating with your other trusted professionals to ensure everyone is working in harmony toward common goals. We aim to take the burden of wealth management off your plate so you can spend less time worrying about the future and more time doing what you love with the people who matter most.

Reviews

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  • Timothy DAVIS, CFP®

    Partner, Executive Managing Director, and Wealth Manager

    With more than 25 years in the industry, Tim has performed every major role in the practice, from fund selection to performance analyses. As the founder and CEO of Davis Executive Wealth Management, he oversees business development for the practice and continually builds new relationships with clients. He specializes in asset allocation and management, and his goal is to help successful executives and business owners maximize their wealth for growth and security. He’s witnessed the truth of the adage, “Concentration creates wealth; diversification preserves it,” and he helps clients safeguard newfound wealth by balancing their portfolios in such a way that leverages their company stock opportunities without creating an unbalanced reliance on it. As one of the first financial professionals to write a 10b5-1 plan, he has vast experience navigating complex compensation plans, and he’s adept at helping executives design stronger, more stable plans. Tim works closely with driven corporate executives who want to delegate their financial planning responsibilities to an experienced professional. As a driven entrepreneur, he understands their busy lifestyle and desire to make highly efficient, competent decisions. So whether a client wants to understand the intricacies of their plan or receive a high-level summary, his goal is to guide them through the process with relevant education so they can make wise decisions in line with their goals. It’s essential to Tim that his clients understand what the Davis team is doing for them, why they’ve chosen each approach, and all the options and opportunities within their plan. Once they’ve established a firm understanding, he makes the process as simple as possible for the client, taking the bulk of the planning duties off their plate so they can focus on their careers and families. A relentless learner, Tim is constantly looking for ways to grow and improve his practice. Not only do he and his team provide an elevated level of client service, but he specifically pursues education so he can provide relevant, insightful information that enhances his clients’ plans. He is a CERTIFIED FINANCIAL PLANNER™, and he has devoted ample time to studying a variety of financial planning disciplines. He is also a dedicated student of the economy, monitoring financial trends to maintain a keen understanding of macro and micro market environments. He was named a Best-In-State Wealth Advisor by Forbes each year from 2019-2024, and has received the Five Star Wealth Manager award four times. In 2021 and 2022, he was Steward Partners’ top advisor for asset and revenue growth, respectively.

  • Michaelyn D. Bortolotti

    Partner, Vice President, and Wealth Manager

    As Davis’s acting COO, there isn’t much that doesn’t pass through Michaelyn’s hands. In addition to conducting client reviews and meetings alongside Tim, she oversees all the financial planning and manages internal workflow for the practice. With her superior organizational skills, she makes sure everything is in the right place at the right time for both our clients and our team members. Some of her duties include preparing documents for meetings, maintaining client reports, managing clients’ cashflow, organizing our calendar, and educating clients about their planning strategies. She takes pride in the fact that nothing goes unnoticed or forgotten within the practice, and she strives to complete every task with efficiency and excellence. While she is an expert at organizing financial plans, Michaelyn is first and foremost a friend and confidant to our clients. She spends ample time getting to know each person and their family, and she becomes their first line of support when it comes to financial questions or concerns. She loves building long-term relationships, and she never shies away from “face time” with the people she serves. She frequently travels out of state (and internationally) to meet with clients, ensuring they feel completely confident about their plan and their future. Her goal is to give our clients total peace of mind, and she does so by being available for them whenever they need. Like Tim, Michaelyn has spent her entire career in the financial industry. An economics major at Colby College, she completed an internship at LPL Financial and later joined Legg Mason in October 2005. In 2009, she partnered with Tim, and together they have grown the practice to one of the most productive and successful firms in the region.

  • Michael Carilli

    Partner, Vice President, and Wealth Manager

    Michael is a highly skilled advisor who specializes in investments and custom portfolio development. He works closely with clients to identify strategies that are designed to help them achieve their goals and cultivate enduring growth. Communicating consistently throughout the planning process, he helps clients recognize the power and purpose behind each step of their plan, and in doing so, provides valuable clarity and context about their financial futures. Michael also oversees our portfolio management program, and he thrives in our firm’s fast-paced, dynamic environment. Our team is constantly monitoring the markets and making proactive adjustments to position our clients’ discretionarily managed portfolios, and to support this process, Michael spends ample time researching, reading industry papers, and partaking in research groups. His goal is to stay up to date on industry news so he and the team can react strategically on behalf of our clients.

  • Edward J. Neibert

    Partner, Vice President, and Wealth Management Associate

    With over 25 years in the industry, Ed is passionate about serving clients with care and ensuring their planning experience is just as fun and comfortable as it is efficient. Like the rest of the team, he does everything in his power to serve our clients with excellence. His creative problem-solving skills, extensive industry knowledge, and vast experience make him an invaluable asset to the practice. He takes pride in supporting clients through life’s ups and downs, and his warm and personable nature creates an atmosphere where people feel genuinely valued. Ed oversees and runs daily operations, and his primary functions include high-level client service, administration, trading, practice management, and planning and financial advisor support. Most importantly, he fosters positive client relationships and experiences through proactive attention and assistance with clients’ financial needs, making him an integral part of our team’s—and our clients’—success.

Categories

Financial Consulting
(617)377-4418 (617)-377-4418 +16173774418