About Us2018-05-16T16:48:10+00:00

ABOUT US

Melinda Davis

Melinda Davis, CFP®, CRPC® • FOUNDER

“I became a financial advisor in 2005 after having a bad experience with an advisor. When my husband and I were in our 20’s, we hired an advisor from a reputable firm to create a financial plan, identify where to save more, and determine how much insurance we needed. We knew we would soon start a family. This advisor could not do the more complex scenario planning that I requested, but I was working a lot of hours in corporate finance and decided that what he had done was good enough to get us started. We began investing monthly in multiple accounts, trying to save as much as possible. It was 5 years later when I finally read the fine print of our investments and realized all of this time we had been investing in B-share mutual funds. These are funds that have higher fees than other funds and long-term surrender fees. An advisor needs to get paid, but I felt swindled that it was never explained that we would be locked up for 7 years, or have to pay surrender fees to get out of these funds. The other issue was this advisor didn’t really provide any ongoing service, so what were we paying for? It was a learning experience for me. I was embarrassed that with an undergraduate and Masters degree in finance, I had never been taught about investment fees and didn’t even think to ask. We had paid a separate fee for the planning, and the recommendations came out of the plan, so I never considered it.”

“After staying home with my daughters for a few years, I re-entered the workforce as a financial advisor. It was the best decision, other than marrying my husband, I have ever made. I started at Morgan Stanley, but it was like trying to fit a square peg in a round hole. I later learned that fee-only wealth management firms existed, where I could act as a true fiduciary for my clients.”

“I am passionate about transparency, providing education and clarity, and building deep relationships with my clients. I have also always wanted to own my own firm. At Davis Wealth Advisors, I have fulfilled my own dream and can continue to bring my passion and energy to the families I work with for a long time to come.”

Caitlin Blundell, CPA® • ASSOCIATE FINANCIAL PLANNER

“Although I am a Certified Public Accountant, I have always had an interest in personal finance and using planning tools to help families plan for the future.  I began my accounting career with PricewaterhouseCoopers (PwC) working as a financial statement auditor with many not-for-profit organizations and colleges in the Boston area.  My career at PwC taught me best practices for preparing financial statements and helped me develop a deeper understanding of more complex accounting concepts, including endowments and planned giving. ”

“I used this knowledge to serve in the private sector as a Controller, Director of Fiscal Affairs, and Director of Accounting, overseeing the finance and accounting functions at a private college located near Boston.  This role fine-tuned my planning skills. I took a few years off of full-time work to be at home with my two small children, spending my spare time volunteering as Treasurer for several non-profits, and serving as an outsourced controller to local businesses.”

“My children are now older and I am thrilled have joined Davis Wealth Advisors as a Financial Planner.  Planning for the future is so important.  Businesses establish plans so they can track their progress towards reaching short and long term goals.  Individuals and families can greatly benefit from planning for the future as well.  I am excited to be a part of this journey and help clients to achieve their dreams.”

Melinda Davis