Joshua Davis is a CFP® professional with 13 years of industry experience. He has worked at Davis Private Wealth, LLC since 2017 and previously spent six years at Castle Wealth Management. He serves on the board of the Financial Planning Association of South Florida and owns Find My CPA, LLC, an online member business directory for CPAs. Davis Private Wealth, LLC provides advisory services primarily to individuals, high-net-worth individuals, and certain retirement plans. The firm offers discretionary portfolio management, financial planning, and sub-advisory investment management, implementing long-term trading strategies with a focus on risk tolerance and regularly conducting account reviews.

Nathan Amos is a financial advisor with Davis Private Wealth, LLC, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Davis Private Wealth, he worked at Ameriprise and Thrivent Financial. Outside of his advisory role, he co-owns Agape Handcrafted Goods, a cosmetic products business based in Boca Raton, FL. Davis Private Wealth, LLC provides advisory services primarily to individuals, high-net-worth individuals, and certain retirement plans. The firm offers discretionary portfolio management, financial planning, and sub-advisory investment management, using long-term trading strategies tailored to client risk tolerances and incorporating advanced service providers with artificial intelligence components.