(800) 896-5422
info@daviswealth.com
Check the background on this investment professional at FINRA's BrokerCheck.

 

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

 

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What's the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Davis Wealth Management

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Meet Our Team

Robin Davis

Robin S. Davis

President

772-463-4441

888-836-6932

rdavis@daviswealth.com

 

Robin Davis, Wealth Advisor has been designing financial plans and insurance strategies for her clients since 1984. As the Senior Advisor and owner of Davis Wealth Management Group, she continues to service and advise her existing clients on financial issues flooding the markets as they change over time. The market has become more volatile over the years and requires advisors and clients alike to be more educated on changes in economies domestically and abroad, on tax and estate planning changes, which occur relentlessly often these days.

Because it is more important than ever to hire and work with the right financial, insurance, tax and estate planning professionals, Robin wrote the book "Who's Sitting on Your Nest Egg? Why you need a Financial Advisor and Ten Easy Steps for Finding the Best One!". Robin has been a contributing author for Affluent Magazine and has been a guest on numerous television and radio shows including Oprah and Friends.

Robin has held over 500 public seminars on financial issues around the country and continues to be a frequent speaker at different forums today. Robin holds FINRA series 7, 6, 22, 24, 26, 63 and 65 industry licenses; as well as life, health and Variable Insurance licenses.

"I live in Stuart, Florida with my children Matthew and Brianna. We spend our free time golfing, paddle boarding, travelling, and spending time with family and friends."


Debbie Daniele

Debbie Daniele

Wealth Concierge

772-463-4441

888-836-6932

debbied@daviswealth.com

 

Debbie Daniele is a valued member of Davis Wealth Management Group since 2012. Debbies title is Wealth Concierge as she is the first point of contact for our clients. She handles a broad range of client inquiries as well as scheduling appointments and planning client events. She manages our database and communication systems, which allows us to make sure you receive the information you need when its specific to you. She is the resource for all client technical support and education as the financial world becomes more advanced with the use of technology. Debbie prides herself in providing indispensable service to our clients and insures our office procedures are running effectively.

"My free time is spent with my family, friends and two dogs. I enjoy watching and playing sports as well as spending time outdoors and at the beach."

Carie Gratz

Carie Gratz, MBA®

Financial Advisor

772-463-4441

888-836-6932

carie@daviswealth.com

 

Carie Gratz, MBA is a financial advisor and insurance specialist with Davis Wealth Management Group since 2008. She is a professional who helps individuals manage their finances by providing advice on money issues such as investments, insurance, estate planning, tax planning, retirement, and 401k rollovers. Her responsibilities include investment research and analysis, portfolio management design and asset allocation, as well as performance evaluation. She currently hold FINRA series 7 and 66 industry licenses; and Life, Health and Variable Insurance licenses.

Carie is native to Martin County and graduated from Florida State University where she earned a B.S. in Finance in 2002. Carie also received her Master of Business Administration from Southern University in 2012.

"My son Blake and I live in Hobe Sound. We enjoy spending a lot of time at the soccer field as Blake plays for Hobe Sound Stikers. We love to watch Florida State Football. We spend a lot of time enjoying Martin County and its beaches".

 

 

Your Money, Your Plan!

When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.