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Thomas D
Series 66
Kingsport, TN
CL Wealth Management LLC
Thomas Davis is a financial advisor at CL Wealth Management LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and SB Advisory, LLC. Outside of his advisory role, he operates a small eBay account selling clothing items. CL Wealth Management LLC provides portfolio advisory and financial planning services to a broad range of clients, including individuals, pension and profit-sharing plans, trusts, and business entities. The firm tailors investment strategies using fundamental and technical analysis and manages accounts through both discretionary and non-discretionary approaches.
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