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Davidson Wealth Management

Davidson Wealth Management Email Formats

Financial ServicesFlag of USMooresville, North Carolina, United States11-20 Employees

Davidson Wealth Management Email Formats

Davidson Wealth Management uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

FormatExamplePercentage
{first name}.{last name}@company.com
john.doe@company.com
42.1%
{first name}@company.com
john@company.com
25.3%
{first name initial}{last name}@company.com
{first name initial}doe@company.com
14.8%
{first name}{last name}@company.com
johndoe@company.com
10.2%
{last name}@company.com
doe@company.com
7.6%

Key Contacts at Davidson Wealth Management

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Brent Hann

Director

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Chris Davis

Founder

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Michael Duggan

Managing Director

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Michael Davis

Managing Director

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Steven Giguere

Director

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Tod Wells

Managing Director

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Alex Cohen

Director - Investment Strategy

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Christopher Senvisky

Managing Director

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Karen Kight

Director

Company overview

Headquarters106 Langtree Village Dr, Suite 301, Mooresville, North Carolina 28117, US
Website
NAICS52
Employees11-20

About Davidson Wealth Management

At Davidson Wealth Management, we understand that your wealth is more than just an account balance – it’s the culmination of your life’s work, dreams, and milestones. We are here to listen, to understand your story, and to provide the guidance you need to pursue your goals. Whether you’re planning for retirement, managing a business, or preparing to leave a legacy for future generations, our team is dedicated to helping you write the next chapter of your financial journey with care, experience, and unwavering commitment. Since 1981, our founder, Chris Davis, has solidified our commitment to always putting you, our client, first. As the industry evolves, so do we, striving to ensure we always do what’s best for you. In 2024, we joined forces with &Partners, giving us the independence and the tools we need to deliver the robust financial planning solutions you deserve. Visit www.davidsonwm.com to learn more. -- Securities and investment advisory services offered through &Partners, LLC, registered broker-dealer and investment adviser, member FINRA and SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact Davidson Wealth Management directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

C-Suite
Director
Entry

Employees by Department

Davidson Wealth Management has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Davidson Wealth Management has never raised funding before.

Davidson Wealth Management Tech Stack

Discover the technologies and tools that power Davidson Wealth Management's digital infrastructure, from frameworks to analytics platforms.

GoDaddy

GoDaddy

Hosting

Salesforce

Salesforce

CRM

Nginx

Nginx

Reverse proxies

Cloudways

Cloudways

PaaS

Frequently asked questions

Davidson Wealth Management is located in Mooresville, North Carolina, US.
Davidson Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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most used
tier 1 accuracy

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