Chad Davis, AWMA®, CRPC®
Chad joined C&F Wealth Management in 2021 as an Accredited Wealth Management Advisor, Chartered Retirement Planning Counselor and Wealth Planner with 15 years of experience. From Portfolio management, education planning and second opinion services, Chad’s goal is to help clients pursue their financial goals during different stages of their lives. Chad believes in building a strong relationship with clients based on open communication, a shared understanding of objectives and a commitment to helping them address their unique needs.
Chad holds his Series 7, 24, 31 and 66 registrations with LPL Financial as well as his Virginia Life, Health and Annuities license.
Chad grew up in North Carolina and is a 1999 Gaston College graduate. He relocated to Charlottesville in 2010 with his wife, Robin, and two children.
When not working with clients, Chad enjoys spending time with his family in the great outdoors or whipping up a delicious meal in the kitchen with his children.
Contact Chad by phone at 434-284-4424 or email at firstname.lastname@example.org