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Investment Fuse USA
Online | EST (PST+3)
Live sessions: Nov 29 – 30On-demand sessions available: Nov 28 – Dec 9

Thomas Davies
Wealth Manager at Davies Wealth Management

Profile

Thomas began his career at Merrill Lynch in 1996 in Delray Beach, FL. His first position was cashiering, trades, and compliance. He would later then become a Financial Advisor at Merrill Lynch. While at Merrill Lynch in Ft Lauderdale, FL. Thomas achieved his Series 7, and Series 66 licenses, and several individual achievement awards. In 2008 Thomas left Merrill Lynch and took an opportunity to work at Morgan Stanley in Ft Lauderdale, FL as a Financial Advisor. Thomas achieved his life, health, and variable annuity license while at Morgan Stanley. Thomas also achieved many individual achievement awards, one of them being only 1 of 3 in the state of Florida that qualified for an advanced week-long training in New York, NY.

Agenda Sessions

  • ESG and Why It's Important to You?

    On Demand