BLAKENEY FINANCIAL GROUP - Key Persons
Corey T. Myers is our new Advisor here at Davis Williams. Corey, his wife, and his three children moved from Greenville, SC to join our team in 2019. Corey has a passion for people and for numbers. "There's nothing better than learning a client's story; understanding where they've come from, where they've been, and equally as fun - mapping out where they want to go. As much as I enjoy crunching numbers and analyzing options, I love my daily work because I get to help clients be educated about how their decisions can reflect their values."
Corey helps clients break down complex planning, products, and investments to understand in plain English how certain actions and behaviors enhance their ability to accomplish big goals.
Corey believes very strongly in continuing to hone his craft and specializing his skills to meet client's ever-changing needs. He currently holds the following designations:
John Williams Managing Partner (704) 542-0628 jwilliams@daviswilliams.com John Williams has remained accountable to the values he learned while growing up in a small North Carolina town. As an Eagle Scout, he developed principles that guide him in serving his clients to this day. His sense of community... Read more
Kevin Harvel Financial Advisor 704-893-3807 kevin@alliancewealthus.com My clients share many characteristics: they care deeply about their families; they are driven professionally; they believe in extending goodwill toward others; and they value experiences over a net-worth number on a balance sheet.... Read more
Lance Barnhardt is passionate about helping people make smart financial choices so they can lead more productive and fulfilling lives. Lance believes the planning process should be simple, enjoyable, and inspiring. Nothing makes him happier than seeing clients who have gotten their finances in order, have an inspiring vision for their future, and a real plan to accomplish their goals.
Lance didn't start out to be a financial planner. A lifetime love of history and literature, a curious nature, and a passion to teach others was leading to a career in academics. The desire to learn more about finances for his own family led him to his current path. He believes this background serves him well and allows him to see the big picture and relate well to his clients.
Lance has been in the Financial Services industry since 2000 and with Davis Williams Wealth Management since 2016. When not helping clients plan for their ideal lives he is busy creating his own. He enjoys traveling, reading, running, hiking, enjoying time with friends, and spending time with his family. Lance lives in Charlotte with his wife, Archana, and their two children, John Luke and Supriya.
Mo Luke Financial Advisor 704-644-3540 mluke@revivalwealth.com It is extremely gratifying to help families accomplish their financial goals and lifetime dreams, and manage their resources with great stewardship by bringing sound financial planning, knowledge and trustworthy advice to a lasting... Read more
Scott Davis is very much the "All-American" guy. He was born on the 4th of July, and played pro-baseball after he graduated from Adelphi University. More importantly, Scott's personal and business ethics are grounded in a deep sense of family, religion and duty to his profession.
A goal-oriented hard worker, Scott was raised in a family-owned entrepreneurial business atmosphere, and began his own investment accounts at age 16. This led to a formal education in finance and economics, a string of professional designations and his own business in 1992. An active member of the community, Scott frequently contributes and volunteers with a wide range of charitable organizations.
The secret to Scott's success has come from good people saying good things about him. Scott puts relationships and values ahead of business. "I focus on helping people. I help them understand their goals, opportunities, risks and the many options available to them." His mission is to grow a reputable and successful business by helping his clients maximize their personal and financial goals.
Scott is an active member of his community and has been involved with the following organizations:
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Behavioral Financial Advisor (BFA)
International Association of Registered Financial Consultants (RFC)
Life Underwriters Training Council Fellowship (LUTCF)
Securities America Advisory Council
Member Financial Services Institute (FSI)
Million Dollar Round Table since 1996 - Lifetime Member Status
Society of Financial Service Professionals
Adelphi University Alumni
Knights of Columbus-past officer
Major League Baseball Alumni Assoc.
Various Athletic and Charitable Organizations
Job Titles:
- Financial Advisor
- Director of the Charlotte Leadership Team
After working directly with a Broker Dealer and then an Insurance General Agency, Todd saw the value of working with an independent wealth management firm like Blakeney Financial Group. A Financial Advisor since 2006, and with BFG since 2013, Todd works with individuals, families and businesses to implement financial plans which cater to their needs. His areas of specialty include wealth accumulation and retirement planning and projection. Todd also has years of experience in college savings, insurance planning, and general financial and investment education. He is fluent in Spanish and works often with the Spanish-speaking community.
Todd writes and publishes his own financial newsletter, The Rose Report, has been featured in Charlotte Parent Magazine, and was a regular contributor on 1220AM WDYT's Think Mornings.
Active in the community on several levels, Todd has served as Director of the Charlotte Leadership Team, Chairman of the SEC Alumni Bash, the Race Committee for Run Jen Run, and the Executive Council of the Charlotte Chapter of the University of Georgia Alumni Association. In addition, Todd is an International Visitor Liaison for the U.S. Department of State, and has served as a Business Ambassador to the province of New Brunswick, Canada.
Todd resides in Charlotte's South End and spends considerable time in the various states where he has clients.
Education
BBA, University of Georgia, International Business
Universidad de Salamanca, Salamanca, Spain
Todd A. Rose Financial Advisor 704-998-7537 trose@blakeneyfinancial.com After working directly with a Broker Dealer and then an Insurance General Agency, Todd saw the value of working with an independent wealth management firm like Blakeney Financial Group... Read more