Davies Financial Advisors, Inc.

Andrew Davies is a CFP® professional with 26 years of industry experience. He is affiliated with Davies Financial Advisors, Inc., where he has worked since 2006, and previously with Commonwealth Financial Network for 16 years. Outside of his advisory role, Davies serves as a board member of an insurance brokerage firm and is a licensed insurance agent. Davies Financial Advisors provides financial planning, discretionary asset management, and retirement plan consulting to individual clients, businesses, pension/profit-sharing plans, and charitable organizations. The firm employs multiple methods of analysis and manages client accounts on a discretionary basis, offering access to a broad range of securities and insurance products.

Justin Simmons is a CFP® professional with 17 years of industry experience, currently associated with Centura Wealth Advisory. His prior experience includes roles at CCG Wealth Management LLC, Commonwealth Financial Network, Davies Financial Advisors, Inc., and Morgan Stanley. Simmons is transitioning clients to CCG Wealth Management while maintaining dual registrations during this period. Centura Wealth Advisory serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm manages approximately $769 million in assets and employs a customized investment approach that includes mutual funds, ETFs, alternative investments, structured products, and independent managers.

Lyndsay Davies is a Series 65 licensed financial advisor with Davies Financial Advisors, Inc., bringing two years of industry experience. She has worked at CCG Wealth Management LLC and Davies Financial Advisors, Inc., and previously held roles outside finance including positions in education. Ms. Davies is also CEO of Evergreen Marketing Enterprises, an administrative and consulting business, and is a licensed insurance agent involved in insurance sales and implementation. Davies Financial Advisors provides financial planning, discretionary asset management, and retirement plan consulting to individuals, businesses, and charitable organizations. The firm uses multiple analytical methods and manages client accounts primarily on a discretionary basis, offering access to a broad range of securities and insurance products.