William Davis, CFP®

Managing Partner with Vericrest Private Wealth, LLC

[William Davis, CFP® @WFDCFP]

It’s Global Running Day. No profound reason needed - just a good excuse to get outside and log some miles. See you out there. 🏃

[William Davis, CFP® @WFDCFP]

🇺🇸 Today we remember and honor the brave men and women who made the ultimate sacrifice for our freedom. Thank you. We will never forget.
Happy Memorial Day. ❤️🤍💙

[William Davis, CFP® @WFDCFP]

Take Your Child to Work Day was a success.
He ran point on the keyboard, questioned our entire investment strategy, and suggested we ‘just buy whatever’s going up.’
Closed out the day with a power lunch and zero compliance approvals.
Considering making him CIO tomorrow.

[William Davis, CFP® @WFDCFP]

La Salle University Spring Career Fair.
Always great to be back on campus!

[William Davis, CFP® @WFDCFP]

Taking life advice wherever it shows up.
This one comes from a Mush bar.

[William Davis, CFP® @WFDCFP]

Our latest blog post is now live! Take a look.

https://t.co/tvRZtLbYGz

[William Davis, CFP® @WFDCFP]

Check out our latest blog post! It's one you won’t want to miss.

https://t.co/2rJvvM007k

[William Davis, CFP® @WFDCFP]

The Vericrest February Newsletter is here! Explore this month’s highlights, updates, and insights on our blog.

https://t.co/9aGdhefYfO

[William Davis, CFP® @WFDCFP]

A Congressional Stock-Trading Ban Finally Has Legs.

“Public service is about sacrifice, not stock tips.”

[William Davis, CFP® @WFDCFP]

IRS Announces Significant Changes to Tax Deductions After New Law https://t.co/698E38lBX6

[William Davis, CFP® @WFDCFP]

If you're a high earner, you can still contribute to a Roth IRA. Here is a detailed explanation of how a back door Roth contribution works.

https://t.co/ZObjc7khhX

[William Davis, CFP® @WFDCFP]

Diversification isn’t optional, it’s essential.

[William Davis, CFP® @WFDCFP]

With 2026 underway, we wish you a thoughtful and rewarding year ahead.

[William Davis, CFP® @WFDCFP]

Wishing you a joyful holiday season! As we share our December newsletter, we want to express our gratitude for your support.

https://t.co/KVmvZtq3lG

[William Davis, CFP® @WFDCFP]

Live like time is limited, say the important things now, and measure your life by the quality of your relationships and service to others, not by achievements alone.

https://t.co/hKEIa1bFks

[William Davis, CFP® @WFDCFP]

Inheriting an Individual Retirement Account (IRA) can be both a financial opportunity and a challenge.

https://t.co/scoKQIpAXs

[William Davis, CFP® @WFDCFP]

Happy Veterans Day to all who have served and continue to serve, especially my father who served in the USAF.

[William Davis, CFP® @WFDCFP]

Want guac in your burrito bowl or extra legroom on your flight? A new financial guideline, called “the 0.01% rule,” might help you decide https://t.co/qQvdBHTc2P via @WSJ

[William Davis, CFP® @WFDCFP]

Harvard’s 85-year study on happiness found one clear truth:

💡 The best predictor of happiness isn’t wealth or IQ — it’s relationships.

Build strong connections. Stay curious. Be kind.

🎥 https://t.co/Mr1jRXQgct

#Happiness #Wellbeing #Leadership

[William Davis, CFP® @WFDCFP]

Check out the latest article in my newsletter: Vericrest Insights - November 2025 https://t.co/3GZakc3jKs via @LinkedIn