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Experience the
DAVIS DIFFERENCE
TIMOTHY DAVIS, CFP ®
Senior Managing Partner
We believe that true wealth
management goes beyond the
numbers - it's about empowering
you to live the life you envision.
AREAS OF FOCUS:
• Tax & Estate Planning Strategies • C-Suite Executives, Business Owners & Entrepreneurs
• Post & Pre-IPO and M&A Planning • Process Driven Results – Assess, Plan, Implement, Review
• Tim Davis Brings Over 26 Years of • Code of Commitment Client Service Model
Industry Experience
YOU DESERVE PEACE & PROSPERITY Tim@davisew.com
We look forward to connecting with you! 781-384-2061 DavisExecutiveWealth.com
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor,
Member FINRA/SIPC.
48 2026 CHATHAM ANGLERS YEARBOOK
