Timothy Davis

Partner & Executive Managing Director at Steward Partners Global Advisory.

[Timothy Davis @davisexec]

Your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. https://t.co/YJ3uT0XZNi

[Timothy Davis @davisexec]

They are one of the most-expensive parts of a golf course to build and maintain. And they didn’t always come with rakes. https://t.co/IkOUmnH6HF

[Timothy Davis @davisexec]

Their careers spanned the personal computing, internet and smartphone waves. But some older workers see AI’s arrival as the cue to exit. https://t.co/Q7U3QRqjdx

[Timothy Davis @davisexec]

After a divorce, it's important to take a fresh look at your finances. https://t.co/xWoSYHCW0I

[Timothy Davis @davisexec]

Find out why it's important to figure out an appropriate retirement portfolio withdrawal rate. https://t.co/oaXXgiBawf

[Timothy Davis @davisexec]

Trying to tee off at a private club? Take your shot with a stay at these resorts that partner with some of the top courses in North America. https://t.co/Fq9r5vhoTt

[Timothy Davis @davisexec]

New research shows that the ranks of the higher earners have grown markedly over the last 50 years, while the lower rungs of the middle class have shrunk. https://t.co/GWR7E8Bq3Y

[Timothy Davis @davisexec]

Did you say you haven’t spun up a team of agents to handle your life admin? Do we really need more of this? https://t.co/Eo84MhExZX

[Timothy Davis @davisexec]

Retiring abroad can be a great way to cut your expenses and improve your quality of life—as long as you understand some key factors. https://t.co/aRUTV1Eumt

[Timothy Davis @davisexec]

A rollover crash and DUI charge in Florida is a warning to prioritize your health and safety, not a sport. https://t.co/XSTdvMVAjP

[Timothy Davis @davisexec]

It's natural to be concerned about the economic impact of the war with Iran. https://t.co/qEjwsEyonG

[Timothy Davis @davisexec]

This article reviews the origin of the S&P 500 superiority myth, the risks associated with investing solely in this index, and diversification benefits. https://t.co/JFAFKIe98K

[Timothy Davis @davisexec]

Concert tickets are pricey enough—now fans are having to pay for flights and hotels too as more artists skip full tours for a few city stops. Is your favorite artist coming to a city close to you? https://t.co/vo3Y3vkZ1L

[Timothy Davis @davisexec]

Anyone with earned income can have an IRA. The difference may be in deductibility. https://t.co/9K565EDkTV

[Timothy Davis @davisexec]

SECURE 2.0 made it easier for employers to help workers save for emergencies. https://t.co/0DvrOjUF3w

[Timothy Davis @davisexec]

Landlords leased more space last year to service-oriented tenants than those selling products with wellness and fitness leading the charge. https://t.co/XBksBmTVOR

[Timothy Davis @davisexec]

I’m honored to share that I’ve once again been named to the 2026 Forbes Best-In-State Wealth Advisors list for the 7th consecutive year (2019 – 2026).

This recognition is especially meaningful as it reflects something far more important than an award itself: the trust my clients place in me and my team every day. I never take that responsibility lightly.

Over the past 28+ years, I’ve built this practice one relationship at a time, always with a commitment to putting clients first, delivering thoughtful advice, and helping families and business owners make smart decisions with clarity and confidence. To be recognized again — and to have continued moving up in the rankings each year I’ve been included — is something I’m incredibly proud of.

The Forbes list, developed by SHOOK Research, is based on both qualitative and quantitative factors, including industry experience, interviews, compliance records, and best practices in serving clients. While I’m grateful for the recognition, I view it as a byproduct of doing things the right way: showing up, working hard, and always keeping clients’ interests at the center of everything we do.

To my clients, thank you. Your trust, loyalty, and confidence mean everything to me. This recognition is as much a reflection of the relationships we’ve built together as it is of my work.
And to those who may be considering working with us, this honor is not the finish line. It is simply one more sign of the standard we hold ourselves to every day.

https://t.co/uoPDOv6vbd

[Timothy Davis @davisexec]

Find out how rising rates can affect you as a consumer and investor. https://t.co/iALWIDDWXb

[Timothy Davis @davisexec]

One basic method to maximize the exclusion for both spouses has been an A-B trusts arrangement. https://t.co/WO3gFsa3yl

[Timothy Davis @davisexec]

A private family foundation is a legal entity created, funded, and operated by a single family for the primary purpose of making grants to charities. https://t.co/AmlJrFR5OF