Our Team

TEAM

George T. Davis, CWS®, CFF®

Founder & President - Davis Wealth Management, Inc.

(954) 472-7110

Founder & President of Davis Wealth Management since 2006. Certified Wealth Strategist committed to holistic client success. Architect of financial design tailored to your lifestyle.

Steve Hart

Lead Advisor

813-502-0971

954-472-7110

steve@daviswm.com

Steve played football at Missouri Southern State University earning a Bachelor’s degree in Accounting before becoming a Financial Advisor in 2011. He started his career in Atlanta, Georgia where he and his wife Melissa were able...

Sofia Galvez

Client Service Specialist

713-375-2687

954-472-7110

sgalvez@nextfinancial.com

Barry Knight

President - NEXT Financial Group

1 (877) 876-6398

Barry G. Knight, President of NEXT Financial Group, Inc. since 2006, is a 30-year veteran of the financial services industry. Mr. Knight leads an array of programs and initiatives that focus on the support of independent Registered...

James Slaughter

Co-founder & President, Sierra Ridge Wealth Management

(916) 891-2557

jslaughter@sierraridgewealth.com

Sierra Ridge Wealth Management – Firm providing Advisor resources and support. Includes back-office staff, in-house investment/portfolio management, and OSJ (Office of Supervisory Jurisdiction) responsibilities.

Giancarlo Foti

Co-founder & President, Sierra Ridge Wealth Management

(916) 891-2557

gfoti@sierraridgewealth.com

Joe Bonacci, CFA

Portfolio Manager

(916) 891-2557

jbonacci@sierraridgewealth.com

Melissa Smentek

Office Manager

(916) 891-2557

msmentek@sierraridgewealth.com

Sierra Ridge Wealth Management – Firm providing Advisor resources and support. Includes back-office staff,in-house investment/portfolio management, and OSJ (Office of Supervisory Jurisdiction) responsibilities.

Christie Terranova

Office Manager

(916) 891-2557

cterranova@sierraridgewealth.com

Sierra Ridge Wealth Management – Firm providing Advisor resources and support. Includes back-office staff,in-house investment/portfolio management, and OSJ (Office of Supervisory Jurisdiction) responsibilities.

Anna Alarcon

Office Administrator

(916) 891-2557

aalarcon@sierraridgewealth.com

Sierra Ridge Wealth Management – Firm providing Advisor resources and support. Includes back-office staff,in-house investment/portfolio management, and OSJ (Office of Supervisory Jurisdiction) responsibilities.

Over the past 20 years, Davis Wealth Management has developed a brand focused around holistic financial planning and excellent client service. We provide independent, unbiased financial advice based on thorough analysis and a clear understanding of your financial objectives. Through our step-by-step process we aim to find the best financial plan for our clients. We strive to develop one-on-one relationships with our clients in order to handle their wealth in a way that truly fits their unique needs. Our comprehensive strategic wealth management tactics are what has proven to make our clients satisfied time and time again.

At Davis Wealth Management we focus on making decisions best suitable for your financial needs. Our objective is to enhance your quality of life by identifying, prioritizing, and accomplishing your financial goals. We act as your advocate in all areas of the wealth management process including helping you identify your family’s wealth objectives, assisting with the establishment and implementation of formal plans to achieve those objectives, and monitoring the progress towards them.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.