Charles Wesley Davidson, Jr., CIMA
Wes provides over 20 years of experience advising high-net-worth individuals and families across the country. He specializes in investment management and allocation, risk management, estate planning, retirement planning and insurance.
He is a graduate of Louisiana State University with a business degree in economics. Wes earned the Certified Investment Management Analyst℠ (CIMA®) designation from the Investments & Wealth Institute at the Wharton School of Business. He also holds the Series 7, 31, 63 and 65 securities registrations and is licensed for health and life insurance needs.
Wes lives with his wife and two children in North Buckhead. He is an active member of Peachtree Road United Methodist Church and is a volunteer coach for youth football and baseball for the Northside Youth Organization located at Chastain Park.