Island Asset Management, LLC

Davis Knox is a financial advisor at Island Asset Management, LLC with a Series 65 designation and one year of industry experience. His work history includes roles at BCKR Holdings, Jittery Joe's Coffee, GNK Properties, and long-term involvement in businesses such as Knox Properties and Fire & Flavor Grilling Co. He is engaged in multiple entrepreneurial ventures outside of financial advising. Island Asset Management provides ongoing asset management primarily to individual and high-net-worth clients, managing approximately $98.4 million across about 78 client relationships. The firm employs a range of investment strategies including long- and short-term purchases, trading, and option writing, with a notable concentration of assets managed on a non-discretionary basis.

Thomas Neely is a financial advisor with Island Asset Management, LLC in Saint Simons Island, GA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc., TNB Financial Services, Inc., and Investment Professionals, Inc. Outside of advisory work, he manages timber and real estate holdings for his family. Island Asset Management provides asset management services primarily to individual and high-net-worth clients, managing approximately $98.4 million across about 78 client relationships. The firm offers both discretionary and non-discretionary portfolio management, employing fundamental and technical analysis with strategies such as option writing, trading, and tax-loss harvesting.