Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.

Gregg Davis serves as the Senior Resident Director and Wealth Management Advisor for Merrill Lynch’s East Texas office. He has been with Merrill Lynch Wealth Management since 1994 and has held the position of Resident Director in Tyler, Texas, since 2009. In this role, he focuses on wealth management strategies, retirement income planning, and advising on investment portfolio management and retirement plan analysis. Gregg also works with clients on corporate retirement benefit plans, including lending, profit sharing, 401(k) plans, and liquidity events, utilizing the firm’s resources to address small business strategies and tax minimization. Gregg holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor’s degree in finance from Stephen F. Austin State University and is a member of the Financial Planning Association. In addition to his professional responsibilities, Gregg leads the local market efforts of the Bank of America Charitable Foundation, Inc., helping determine grant awards to community organizations in Smith County. A native Texan, Gregg enjoys outdoor sports, including golf, hunting, and fishing. He serves on the board of the East Texas Food Bank and lives in Tyler with his wife, Rebecca, and their two children.