R. Todd Davis, LUTCF

Managing Partner - Winston Salem

Phone: 336-769-4644
Fax: 336-769-9980
Mobile Phone: 336-408-9980
E-mail:

 

 

Todd graduated from Western Carolina University in 1986 with a degree in management. Todd founded and served as the managing partner of his own financial services business– Carolina Financial Professionals, LLC– in 1995. In 2003, Todd, along with Marc Becker, successfully merged Carolina Financial Professionals, LLC with the Raleigh/Durham-based Wiser Financial Coaching, LLC. This merger not only doubled the size of the company, but brought with it new services of tax preparation, corporate and personal tax analysis, mortgages, and trust funding to clients in 13 states. Wiser Financial Coaching has offices in Winston-Salem, and the Raleigh/Durham/Chapel Hill Triangle.

He earned his LUTCF designation (bestowed on individuals who complete an advanced and rigorous course of study to improve technical knowledge and skills) in 1999. As an advanced insurance expert, Todd became an instructor for the National Association of Insurance and Financial Advisors (NAIFA). Todd has also earned his FINRA investment series 6, 7, 63, and 65 licenses, allowing him to handle all assets including stock, bonds and mutual funds. Other licenses Todd holds are life insurance, long-term care and Medicare supplements.

Todd is considered an expert in corporate benefits, specializing in pension plans, 401K/403B plans, advanced retirement exit strategies and estate tax planning. He has independently worked for many years with employees of the largest corporations in our area. Additionally, he serves as a public speaker on retirement issues at various seminars and public forums.